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Financial Advisors Lift Customer Advocacy Scores

Advised Investors Rate Their Investment Firms Higher On Customer Advocacy

    Why Read This Report

    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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