He didn't leave because of returns. He didn't leave because of fees. He left because his neighbor's advisor showed him a better presentation.
Hi,
I've decided to transfer my accounts to another advisor. I want to be clear—this isn't about performance. You've done well for me.
But I had dinner with my neighbor last week. He showed me the quarterly review his advisor sent him. Interactive charts. Personalized commentary. A video walkthrough of his portfolio.
When I looked at the PDF you sent me last quarter... well, it felt like a different era.
I need to feel like my wealth is being managed with modern tools. I'm sorry.
It's rarely about the numbers. It's about feeling valued.
Same boring format every quarter. No personalization. Feels like a mass mailing.
Reviews arrive 2 weeks after quarter end. Clients have already checked their apps.
Competitors are sending interactive reports. You're sending static documents from 2015.
When clients feel like they're getting white-glove service, they stay. And they refer.
Hi,
I just finished reviewing the Q3 presentation you sent. I have to say—this is exactly what I needed. Clear, personalized, and I actually understood every chart.
My brother-in-law has been looking for an advisor. I'm sending him your way. He's got about $1.8M he needs help with.
Thanks for always making me feel like a priority.
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