Posted by:Ranjani Rao April 14th, 2014

‘In the 2013 study, advisor firms with the highest satisfaction scores contacted investors more than 12 times during the past year, while those with lower scores only contacted investors approximately six to eight times’ Craig Martin, Director of investment services at J.D. Power & Associates.

Should you care about this? Absolutely!

71% of highly satisfied investors will increase their investments by more than double and provide more recommendations according to the study conducted by J.D. Power & Associates.

So communication is the key to a satisfied investor!

Gartner predicts that mobile apps are going to become one of the most popular tools across the globe by 2017. This is why Financial Advisors should go MOBILE!

Download the below infographic to know:

  • How mobile savvy are your customers?
  • What do customers want from Advisors?
  • What opportunities does mobility offer Advisors?

Click the image to view it :


So, there is indeed a demand from the investors for better service. And there is a huge opportunity for the advisors to up their game by going mobile.

Here is how you could get started! Download this eBook with the tips and tricks for Advisors to easily embrace mobility:

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