George H. Walper, Jr. is president of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets. 

Spectrem recently released a report titled "Brand Loyalty vs Advisor Loyalty: How to Change the Loyalty of Affluent Investors."  It found that 55% of affluent investors would follow their advisors if they were to leave and join a new firm.  That number is as high as 71% when the advisor is a financial planner.

In his interview, Walper discusses these findings along with other conclusions the report draws about affluent investors and advisor loyalty.

For more information on podcasts seen on this site, please contact the company or individuals interviewed.  See disclaimer here.