B2C, Financial Planning, Financial Services and Investing

3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. The average NPS score for financial services firms is 44, down from 46 in 2022. Sources: 1.

B2C

B2C Clients Financial Services Financial Advisor

Transcript: Joanne Bradford

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. Joanne Bradford : No, I’m a, like, I think I invest with my human capital, right? And I think eventually they’ll be a B2C company.

Startup

Startup Advertising Engineering Numbers

Financial Advisor Source

3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

Transcript: Joanne Bradford

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