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Only 18% of Financial Advisors' Clients Are Younger Than 50: Survey
News September 10, 2024 at 03:15 PM
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What You Need To Know
- Nearly three-quarters of respondents said they use custom portfolios instead of models for clients.
- More than 80% of advisors said they have won business from other advisors who failed to communicate with clients.
- New client acquisition in 2024 is being driven by referrals without asking.
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