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1 in 4 Clients Would Consider Switching Advisors After $1M Inheritance: Survey
News February 04, 2025 at 10:24 AM
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What You Need To Know
- Millennials, with 55% very satisfied, are the least satisfied and the most likely to switch advisors after receiving a substantial inheritance, Orion finds.
- Investing in AI-powered technology and more personalized client service strategies are two ways advisors can stand out.
- More than half of advisor respondents plan to boost tech investments, and 84% say they'll offer more personalized advice.
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