Secrets to success for RIAs
Ideal client profiles
Portion of firms that have documented an ideal client persona:
Top-performing firms: 74%
Firms over $250 million: 64%
Firms under $250 million: 53%
Portion of firms that have documented an ideal client persona:
Top-performing firms: 74%
Firms over $250 million: 64%
Firms under $250 million: 53%