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	November 24, 2009 Financial Advisors Lift Customer Advocacy Scores Advised Investors Rate Their Investment Firms Higher On Customer Advocacy by Bill Doyle with Benjamin Ensor, Peter Wannemacher, Courtney Tincher

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Executive Summary

Investors who use advisors are more likely than other investors to rate their investment firms high on customer advocacy. When the advisor is at their primary investment firm, US investors are even more likely to rate their firm high on customer advocacy. The advisors themselves are just as highly rated on customer advocacy as the investment firms. Smart financial advisors demonstrate customer advocacy by simplifying their clients' lives and by being clear about rates and fees.

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