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. There isn’t a true one-size-fits-all number for how many referrals you should expect per advisory client. Research across B2C industries, however, shows that the average referring client shares this word-of-mouth marketing message with 2.68
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