3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)
eMoney Advisor
MAY 9, 2023
The average NPS score for financial services firms is 44, down from 46 in 2022. 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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