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Affluent 'Advice Seekers' Want One Advisor but Seek Better Options: Cerulli
News October 16, 2024 at 01:08 PM
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What You Need To Know
- Cerulli categorizes investors as Passive, Self-Reliant, Advice Seekers or Advisor Reliant. Advice Seekers comprise 17% of affluent investors.
- Advice Seekers are satisfied with their advisors, but most are looking for better solutions, research finds.
- Advisors can build credibility by being honest when an external solution is the best fit for a client's needs, Cerulli suggests.
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