Find out more about our cookies. Close

Clients Want To Dump You - Here's How To Keep Them!

Clients Want To Dump You - Here's How To Keep Them!

Wednesday, February 22, 2017
View in iTunes
Clients are demanding much more from their financial advisors and wealth managers - and many will dump you if you don't meet their needs! A recent survey of global investors found that around 75% would happily take robo-advice, while another survey reports that as many as 65% of customers are ready to dump their advisor or manager if they don't get what they want. But Paul Resnik, from FinaMetrica, says you can make them stay by adapting to provide advice that recognises and takes into account the person's financial risk tolerance.