Millionaires Prioritize Trainers and Therapists Over Wealth Advisors

1 min read
Source: CNBC
Millionaires Prioritize Trainers and Therapists Over Wealth Advisors
Photo: CNBC
TL;DR

A survey reveals that millionaires are less satisfied with their financial advisors and more value personal wellness and family services like trainers and therapists, highlighting a shift towards 'soft services' as key to high-net-worth client retention.

Share this article

Want the full story? Read the original reporting

Read on CNBC