Summary: A new study by Spectrem Group shows that 58% of high-net-worth investors have switched financial advisors within their lifetime, and 23% have done so within the past five years.
 This research offers key insights to providers about attracting and keeping investors. It underscores that investors are looking for proactive advisors who stay in contact with them in addition to offering new investment ideas and forward thinking..”George Walper Jr,, Presient, Spectrem Group |
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