All About Relationships

Referrals Are Important To Growth -- The majority of affluent investors (75%) and advisors (88%) agreed that a referral is the preferred method used for locating an advisor. Affluent investors and advisors disagree on the effectiveness of social settings, events and seminars. Forty-two percent of advisors said social settings are effective, compared with 11% of affluent investors. (From recent Fidelity study)