Thursday, July 06, 2006
Being There At Every Stage
Joe works hard for his clients. Over the years, he has helped them set up appropriate asset allocation programs, guided them in and out of sectors as markets changed and steered them clear of emotional or speculative investments. As a result, his clients have built wealth that will support them and their families for the long term.
So why do more than half of Joe's clients think he hasn't helped them prepare for retirement?
"Joe" is a composite portrait that emerges from the latest Phoenix Wealth Survey, an annual, in-depth study of more than 1,600 individuals--each of whom has a net worth of more than $1 million (excluding their primary residences). And according to the survey, only 47% of these respondents said their advisers helped them with retirement planning.
Being There At Every Stage
Source: On Wall Street
So why do more than half of Joe's clients think he hasn't helped them prepare for retirement?
"Joe" is a composite portrait that emerges from the latest Phoenix Wealth Survey, an annual, in-depth study of more than 1,600 individuals--each of whom has a net worth of more than $1 million (excluding their primary residences). And according to the survey, only 47% of these respondents said their advisers helped them with retirement planning.
Being There At Every Stage
Source: On Wall Street
Permalink posted by armandn @ 12:43 PM 
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