• 15% – Percentage of affluent investors who say they would stay with an advisor based on the number of services they have with him.
  • 14% – Percentage of affluent investors whose loyalty to an advisor depends on trust or service quality.
  • 13% – Percentage of affluent investors whose loyalty is based on the relationship with or the knowledge of the advisor.
  • 11% – Percentage of affluent investors who are most impressed by investment performance when deciding whether or not to stay with an advisor.

Source: Phoenix Marketing International