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What is the average length of a wealth management relationship?





Correct - A HNW will have been a client with his primary wealth advisor for over 13 years. The most common drivers for seeking out new financial relationships are a desire to diversify assets and life events such as marriage or the purchase of a new home.

Incorrect - A HNW will have been a client with his primary wealth advisor for over 13 years. The most common drivers for seeking out new financial relationships are a desire to diversify assets and life events such as marriage or the purchase of a new home.