B Evidence Grade B Graded under review Safe to Cite Dated

60%

60% -- share of clients saying more frequent communication would increase confidence for financial advisor clients (2023)

2023  · YCharts

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Attribution: YCharts View source
Lighthouse Research Team
Last verified:  ·  How we verify data →
Source verified Evidence graded
Value
60%
Unit
Percentage
Data Vintage
2023
Entity
financial advisor clients
Geography
US
B
Strong, reliable evidence

Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.

60/100 confidence

Single source - not yet corroborated

Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
YCharts Primary Tier C
https://threecrownsmarketing.com/blog/how-important-is-regular-client-communication-for-financial-ad… ↗
Confidence: 48/100 Vintage: 2023 Channel: Deep Crawl
Source Article
Regular Client Communication for Advisors | Three Crowns
How Important is Regular Client Communication for Financial Advisors? Johnny Sandquist Founder, Three Crowns Copywriting & Marketing Remember what it was like to be in a relationship in high school? It was hard to go a couple hours without talking to your significant other, let alone a single day. C…
Original Research
YCharts · Original study ↗

YCharts study on advisor communication, as cited by Three Crowns Marketing

Methodology documented
IndustryFinTech RegionUS Channelmulti-channel
Plain Text
financial advisor clients: 60% share of clients saying more frequent communication would increase confidence. Source: YCharts (2023). Via Lighthouse Intelligence -- https://lighthousedata.io/data/clients-confidence-frequent-communication
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<blockquote cite="https://lighthousedata.io/data/clients-confidence-frequent-communication" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>60%</strong> -- share of clients saying more frequent communication would increase confidence for financial advisor clients<br><small>Source: YCharts (2023) · <a href="https://lighthousedata.io/data/clients-confidence-frequent-communication" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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