3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)
eMoney Advisor
MAY 9, 2023
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.
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