The Kestra Financial website uses cookies for a number of reasons, such as to keep our sites reliable and secure, personalizing content and ads, providing social media features, and to analyze how our sites are used. Accept & Continue
Financial Professional Login
Kestra Financial logo Kestra Financial logo
Menu
Meet with us

What Makes a Great Client? Financial Advisers Reveal Top Customer Traits They Love (and Dread)

06/09/2021

“At our firm, we look more for [a prospect’s] personality than their net worth,” said Jenn Pena, an adviser in Littleton, Colo. “Personality is what makes them a great client more than the dollar amount” they possess.

MarketWatch, June 9, 2021

Read More Here

Financial Advisors:

Let's chat about what we can do for you and your clients.

Fill out the form below and a representative will contact you shortly. All information provided will be handled in the strictest confidence.

*required form fields

If you prefer to talk on the phone call 800-508-SOAR.

TOPICS

SOCIAL