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June 12, 2009 US Millionaires Use Multiple Channels To Interact With Their Financial AdvisorsSatisfaction Rises With Range Of Channels Used — Not Just Contact Frequencyby Bill Doyle, Peter Wannemacher with Benjamin Ensor, Courtney Tincher |
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This is an excerpt
Executive Summary
Four in five US millionaires have financial advisors, and they use a variety of channels to communicate with them: three or more, on average, in the past year. Phone and in-person are the most widely used channels. But more than half of all advised affluent consumers use email, and two-thirds of younger millionaires use secure messaging on a Web site to interact with their advisors. Forrester found that the more channels a client uses to interact with his or her advisor, the higher his or her satisfaction is with that advisor.
TABLE OF CONTENTS
- Most Millionaires Already Interact With Advisors Through Many Channels
- The More Channels Clients Use, The Higher Their Satisfaction Is
- Channel Strategy Executives: Invest In Secure Web Site Communications
- Supplemental Material
- Related Research Documents
This is an excerpt
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