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3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

eMoney Advisor

Many financial planning firms say the client experience is their secret sauce. Set aside assets under management and households served as metrics for a moment. The average NPS score for financial services firms is 44, down from 46 in 2022. NPS Financial Services / 27 Banking NPS Scores.” Sources: 1.

Clients 101
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Fundamental Analysis of Reliance Industries – Future Plans, Financials & More

Trade Brains

Now we’ll study its various businesses in the next section of our fundamental analysis of RIL Business Segments The conglomerate groups its various businesses into five major segments: retail, digital services, oil to chemicals, oil & gas exploration, financial services, and others. via B2B and B2C channels both.