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.
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