B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Dated
50%
50% -- share of clients contacted infrequently or very infrequently for financial advisor clients with over $500,000 in assets (2023)
50% of financial advisor clients with over $500,000 in assets report being contacted infrequently or very infrequently.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
50%
Unit
Percentage
Data Vintage
2023
Entity
Geography
US
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
YCharts
Primary
Tier C
https://threecrownsmarketing.com/blog/how-important-is-regular-client-communication-for-financial-ad… ↗
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 ↗
Methodology
YCharts study on advisor communication, as cited by Three Crowns Marketing
Methodology documented
Segmentation
IndustryFinTech
RegionUS
RoleAll marketers
Channelmulti-channel
Cite this stat
Plain Text
financial advisor clients with over $500,000 in assets: 50% share of clients contacted infrequently or very infrequently. Source: YCharts (2023). Via Lighthouse Intelligence -- https://lighthousedata.io/data/high-net-worth-clients-infrequent-contact
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<blockquote cite="https://lighthousedata.io/data/high-net-worth-clients-infrequent-contact" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>50%</strong> -- share of clients contacted infrequently or very infrequently for financial advisor clients with over $500,000 in assets<br><small>Source: YCharts (2023) · <a href="https://lighthousedata.io/data/high-net-worth-clients-infrequent-contact" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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