Can You Expand Your Turf?
Why Financial Advisors Don’t Need to be Local
Forty percent of investors say it’s not important for their financial advisor to be local. Another 29% say it’s only somewhat important. Are you overlooking potential clients because they’re not in your local geography?
We surveyed high earners to understand what they need from a financial advisor. Some of the results were expected. But some were surprising.
We surveyed folks with a family income of $175,000 or higher. The margin of error is 4%. That’s typical of many nationwide polls.