https://www.pricemetrix.com/advisers-battle-cure-clients-4-year-itch/

PriceMetrix

Advisers battle to cure clients’ 4-year itch

January 13, 2014 // InvestmentNews

Advisers who want to hold on to their clients should boost their service efforts between the second and fourth year, because that’s when individuals are most likely to bolt, new research shows.


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