For some investors it might seem a bit too little and far too late, but executives at some of the country's largest wealth management firms say they're now in the process of overhauling their client relationship management teams and tactics to better serve, appreciate and understand investors and their needs.
This concept of putting the customer first -- or client centricity as some industry pundits are wont to call it -- has become the name of the game in the wealth management industry where the highly coveted high net worth and ultra high net worth clients are hard to come by and even more difficult to keep.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access