- 15% – Percentage of affluent investors who say they would stay with an advisor based on the number of services they have with him.
- 14% – Percentage of affluent investors whose loyalty to an advisor depends on trust or service quality.
- 13% – Percentage of affluent investors whose loyalty is based on the relationship with or the knowledge of the advisor.
- 11% – Percentage of affluent investors who are most impressed by investment performance when deciding whether or not to stay with an advisor.
Source: Phoenix Marketing International
