What are other advisors doing for lead conversion that you aren’t?

Learn how other Advisors are finding new leads and how they research prospects—good & bad—and see how you compare.

With 28+ key stats & trends, this research report covers:

  • Who advisors say are their ideal clients
  • The likelihood of competition from other wealth management firms
  • How much time advisors are spending researching leads
  • The most common and least common ways advisors engage with prospects
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