02.13.25

Study Finds Proactivity, Key to Client Satisfaction, Is Lagging

by: Gregg Greenberg

A new market intelligence report by financial data and benchmarking firm Hearts & Wallets found that clients increasingly want “proactivity,” but are not necessarily getting it from their financial advisors. One of the top-growing "wants" of clients, proactivity proved to be the biggest satisfaction gap. The report showed 45% of households nationally rate proactivity as highly important, but only 32% of customers report high satisfaction.

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