Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 2 of 2 results for "Bonded"

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... report segmented advised Australians into different classifications based on their likelihood of leaving their adviser: Bonded, Firm, Loose or At Risk. Two thirds (67.3%) of Bonded respondents have met with their adviser in the past six months, while ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... of leaving their current adviser, CoreData Keys to Growth Report indicates. The study segments advised Australians into Bonded, Firm, Loose or At Risk of Leaving and found that frequent contact with clients is key to retention. In the case of Bonded ...
PAGE:
1