Its become more important than ever to keep your affluent clients happy and loyal to your firm. As Ive pointed out before, there are more than 420,000 financial advisors out there vying to serve the high-net-worth market. And did you know that a significant number of affluent investors are looking to consolidate?
More than half of high-net-worth clients say they prefer to work with a single firm to manage all of their financial needs, according to a report by Capgemini and RBC Wealth Management.
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