Advisor Impact, Charles Schwab and Texas Tech University Reveal Results of Survey on Client Engagement and Referrals
Dec 8, 2010
PR Newswire - SAN FRANCISCO, Dec. 8, 2010 /PRNewswire/ -- Advisor Impact, Charles Schwab Advisor Services, and researchers at Texas Tech University today revealed results from the 2010 'Economics of Loyalty' survey. The surveys, conducted every two years, are designed to help advisors understand the drivers of client engagement and profitability. The data for the 2010 survey were gathered from 1,034 investors, all of whom work with a financial advisor, contributed to/made financial decisions in the household and met specific asset criteria.
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