8th Fidelity Millionaire Study

62% of Promoter Clients Would Follow Their Financial Advisor to a New Firm

Date:

62% of Promoter Clients Would Follow Their Financial Advisor to a New Firm
Foto: Paulo Valdivieso . El 62% de los clientes "promotores" seguiría a su advisor a otra firma

Author: Fórmate a Fondo

  1. Two-thirds of millionaire investors rely on financial advisors to help them manage and protect their wealth
  2. Referrals generate nearly half of new business for advisors and help drive organic growth
  3. 55% of millionaires would recommend their advisors – many call them friends
  4. 45% of millionaires would not recommend their financial advisors