However, many investors are less impressed with the financial services industry
Maintaining clients over the long haul is key to profitability
Survey conducted with Advisor Impact aims to define drivers of client engagement
Engaged clients provide the vast majority of all referrals
Latest research from Advisor Impact deconstructs the referral
When clients are engaged, they are more profitable
It’s not enough to satisfy your clients. They must trust you and feel a part of the process
Why do some clients willingly offer referrals, while others don’t? There’s more to it than satisfaction. It depends on whether the client is “engaged”