Which products affect client loyalty? Which services can help clients see you as more trustworthy?
It may not be the ones you think — at least according to the Financial Comfort Zone Study.
Every month, Investment Executive publishes the findings of that study, which is an ongoing national consumer survey conducted by Mississauga, Ont.-based Credo Consulting Inc. in partnership with Montreal-based TC Media’s investment group. (TC Media publishes Investment Executive.)
The survey, conducted in English and French, is designed to gain insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society.
To find out if you know what clients really think, take our quiz.
For more details on the findings from the Financial Comfort Zone Study, read our special report.