Why do clients keep their financial adviser?
Session overview:
Every adviser wants to have a content client base. Happy clients are engaged, provide referrals and make for lasting clients. However, do we know why clients keep their advisers? This latest research forms part of the Behavioural Science Team’s Lifecycle of Advice trilogy Hire, Retain and Fire. When examining why clients hire or fire their adviser, our research has found a constellation of reasons from the emotional to the financial are equally relevant.
Ryan Murphy, Global Head Behavioural Insights, will overview the key reasons clients retain their financial adviser, giving you the opportunity to build these motivations into your client servicing proposition. You can use these findings to deepen, strengthen, and increase the longevity of your client relationships.
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