Want to convince reluctant prospects to become your clients? Try providing them with a written retirement income strategy, the findings of a newly released survey from Franklin Templeton suggest.
More than half of the 2,002 adults polled (51%) indicated that they would switch financial advisors or begin working with one for the first time if an advisor developed a written retirement income plan for them. This was particularly true among people in their prime asset accumulation years, specifically those between the ages of 35 44 (65%) and 25 34 (62%).
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