Real Financial Professionals Blog

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Highlights Of Survey Results About Advisor Marketing And CABs

Thursday, 05 February 2009

Super User

Marketing

27% of advisors said they don't need a client advisory board to know what their clients want. 57% of advisors believe their clients will give them referrals now despite big losses in portfolios they manage. 58% of advisors say their website is fairly effective, effective or very effective in marketing to prospects, while only 38% say ...

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