3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)
eMoney Advisor
MAY 9, 2023
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.” There isn’t a true one-size-fits-all number for how many referrals you should expect per advisory client.
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