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. 3 The 2022 Investments & Wealth Institute report also highlighted that providing meaningful guidance was one of the top five most important things to clients, with 79 percent rating it “very important.” Investments & Wealth Institute.
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