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Engagement key to retaining clients

Posted on 28 September, 2016 at 10:50

Speaking in a recent webinar hosted by netwealth, Investment Trends research director for wealth management Recep Peker said a survey conducted by the firm in June this year indicated 100,000 fewer consumers were using a financial planner compared to the same time last year.



The company put this down largely to a lack of communication between advisers and clients, with 500,000 of the 2.3 million Australians who use a financial planner having not heard from their adviser during the previous 12 months.


Additionally, 36 per cent of those who had stopped using a financial planner in the past year said it was because they no longer saw value for money in their service.


Read more at: http://www.financialobserver.com.au/articles/engagement-key-to-retaining-clients


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