Writing out retirement income plans is a great way for financial advisers to increase client satisfaction, gain more referrals and ultimately increase assets — yet few of them do it, according to a new study from Fidelity Investments.
Just 18% of pre-retirees who work with advisers have such a plan, according to the company’s Fidelity Investments Institutional Services Co., Inc. unit. That’s despite the fact that 81% of pre-retirees surveyed said they felt a detailed plan is important.
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