70%
70% -- client attrition rate for Financial advisory heirs (inherited clients) (2025-2026)
Approximately 70% to 80% of heirs fire their parents' financial advisor within two years of receiving an inheritance.
- Reported as a range of approximately 70% to 80%
- Occurs within two years of receiving an inheritance
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Source reports a range of approximately 70%–80%; midpoint of 75% used. Measurement window: within two years of receiving an inheritance. Presented in the article's '2025–2026 statistics' block without named attribution (commonly attributed to industry research such as Cerulli Associates). Client retention/churn benchmark.
<blockquote cite="https://lighthousedata.io/data/heir-advisor-attrition-rate" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>70%</strong> -- client attrition rate for Financial advisory heirs (inherited clients)<br><small>Source: integrated-financial-group.com (2025-2026) · <a href="https://lighthousedata.io/data/heir-advisor-attrition-rate" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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