B2C Financial Planning Financial Services Numbers 
The Big Picture
MAY 7, 2024
She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. Like everybody will eventually be a financial services company or an advertising company. She was Chief Revenue Officer at Microsoft.
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. percent versus 27.8
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