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What proportion of clients are asked for a referral from their wealth managers quarterly?





Correct - On average, 27% of HNWs are asked for a referral from their wealth managers at least once a quarter. This jumps dramatically to 42% of clients under the age of 40 and falls to just 8% of clients over the age of 60.

Incorrect - On average, 27% of HNWs are asked for a referral from their wealth managers at least once a quarter. This jumps dramatically to 42% of clients under the age of 40 and falls to just 8% of clients over the age of 60.