High-Quality Advice Expected
High net worth individuals have a variety of expectations of their financial advisors, but none is more important to them than high-quality advice.
What is the Most Important Thing You Expect from Your Advisor?
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Nearly one-third (30%) of the affluent cite high-quality advice as their number one expectation of advisors. Slightly more than one-fourth (26%) expect advisors to be honest and trustworthy.
Investment performance ranks third among the expectations of affluent individuals (16%), followed by superior levels of service (11%), communication (6%), responsiveness (6%) and security (1%).
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