The top three factors for wealthy individuals' satisfaction with their financial adviser are reputation/trust (professionalism and honesty), relationship (overall quality and frequency of communications), and service (ease of doing business and accuracy).

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (1)

• financial advisers concept