3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)
eMoney Advisor
MAY 9, 2023
Set aside assets under management and households served as metrics for a moment. Research across B2C industries, however, shows that the average referring client shares this word-of-mouth marketing message with 2.68 Many financial planning firms say the client experience is their secret sauce.
Let's personalize your content