In wealth management, trust stands tall as the bedrock of client engagement. It's the glue that binds clients to the professionals and organisations they count on. A notable statistic from the 2021 Intellidex Wealth Management survey confirmed this a staggering 70% of new clients traced their origins back to referrals from satisfied clients. The trust isn't just skin-deep; it's deeply ingrained in our societal fabric. But exactly how do we go about cultivating trust and loyalty in the wealth management industry?
The answer lies in a marriage of ethical conduct and client-centered service.
You can read the full article as published by Weekend Argus, Saturday Star and Independent Online [here]