 Sixty-seven percent of ultrahigh-net-worth investors listed not returning phone calls in a timely manner as the top reason they left their advisor."
Vanguard-Spectrem study
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Top 4 Reasons Clients Leave Advisors
ThinkAdvisor Staff | Think Advisor, April 2014
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Summary: When it comes to why the mass affluent, high-net-worth and ultrahigh-net-worth clients would change advisors, it all comes down to not feeling the love. A Vanguard-Spectrem study asked 3,000 investors with net worth from $100,000 to $25 million to rank the main causes for switching financial advisors.
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