Wouldn't it be cool if a financial advisor could create a client loyalty quotient a measurement whereby the advisor can tell where to focus efforts and which clients get priority treatment? After all, clients who feel unappreciated for their loyalty are more likely to shop around for a new advisor.
Advisors typically segment clients by annual revenue or total assets under management and then pay the most attention to those who invest the biggest sums. But there's more to gauging loyalty than revenue and AUM.
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