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Annual investor survey makes case for advisers to transcend traditional metrics for greater client and prospect engagement
Other - JULY 17, 2023

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Annual investor survey makes case for advisers to transcend traditional metrics for greater client and prospect engagement

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About 92 percent of clients expressed some inclination to continue working with their current advisers, according to Absolute Engagement in its 2023 investor research survey, developed in conjunction with the Investments & Wealth Institute. However, survey responses also uncovered frequently overlooked opportunities for advisers to bridge the gap between client sentiment and the level of servic

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