B2C, Financial Services, Investing and Taxes

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.

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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