5 Top Reasons Clients Leave Advisors
April 2, 2025 by Michael S. Fischer
A recently released survey by CapIntel, a B2B fintech, sheds light on what investors value most in their relationships with financial advisors. It also underscores what can lead to dissatisfaction and prompt them to change advisors.
Logica Research conducted the survey online between Aug. 26 and Sept. 3 among 1,000 U.S. investors with more than $50,000 in investable assets who work with a financial advisor.
Wink’s Moore on the Market: Are you looking for insights on why consumers leave their financial advisors?
Well, here is the top five reasons, for your reading pleasure.
********************#1- I no longer trust my financial advisor.******************** -sjm
Originally Posted at Think Advisor on March 25, 2025 by Michael S. Fischer.
Categories: Industry Articles
