由于需求和服务需求未得到满足,财务顾问正在终止与更多客户的关系。 Financial advisers are ending relationships with more clients due to unmet needs and service requirements.

根据下财富研究,近四分之三的财务顾问正在结束与比平时更多的客户的关系。 Nearly three-quarters of financial advisers are ending relationships with more clients than usual, according to a NextWealth study. 三分之二的顾问已经确定与客户分开的客户,半数以上预期下一年离职人数增加。 Two-thirds of advisers have already identified clients to part ways with, and over half expect offboarding to increase in the next year. 原因包括客户需求不断变化、服务要求未得到满足、咨询费增加。 Reasons include changing client needs, unmet service requirements, and increased advice fees. 具有确定客户特征的公司更有可能离机客户。 Firms with defined client profiles are more likely to offboard clients.