Trends Report

2019 Customer Advocacy Ratings: Customer-Owned Wealth Management Firms Lead The Pack

February 26th, 2020

Summary

Wealth management firms that advocate for their customers are more likely to see repeat business. Listening to the needs of investors demonstrates customer advocacy. Customer advocacy is about doing what’s in the customer’s best interest, which pays off in the long run. Financial firms show a wide range of aptitude for customer advocacy.

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