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ByAllAccounts: Client service, retention are two top priorities of most successful advisors

Image: FreeDigitalPhotos.net

Image: FreeDigitalPhotos.net

Client service and client retention are the two top priorities of more than 6 in 10 highly successful financial advisors, new research reveals.

ByAllAccounts, Boston, Mass., published this finding in an online survey of 390-plus financial advisors. The study examines the traits and characteristics of successful financial advisors, including their views on defining success, personal strengths and values, top priorities, areas of focus and how they spend their time.

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Nichole Morford

Nichole Morford
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