Frequent advisor updates key to client loyalty, confidence

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows. By Anand Gupta


https://www.financial-planning.com/opinion/frequent-advisor-updates-key-to-client-loyalty-confidence?utm_source=dlvr.it&utm_medium=blogger