The types of applications most commonly used by advisers
Th recent IN/Moss Adams Performance Study of Advisory Firms shows that 67% of new clients and new revenue come from either a client or center of influence referral. Yet despite this tried-and-true fact in the advisory industry, less than a third of advisers have a formalized process for cultivating referrals, according to the same study.
As the independent advisory industry experiences changes driven by a number of seismic shifts, leading firms are investing…
Several recent industry studies have found that advisers spend anywhere from 50% to 70% of their time actively managing and attempting to grow their practices, leaving precious little time to actually work with clients.
Several recent industry studies have found that financial advisers spend anywhere from 50% to 70% of their time…
