Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth. And, when clients work with outside tax and legal specialists, chances are you introduced them: 68% of you are referring clients to separate service providers.

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Working with the wealthy

*Investor Insights is an editorial research initiative by Advisor Group, in which we ask our audience questions about both top-of-mind and evolving trend issues that impact their businesses. Responses from these studies, which will be conducted periodically, will appear on