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Prospects Want More Than Referrals When Picking an Advisor: Survey
News August 14, 2025 at 01:46 PM
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What You Need To Know
- Nearly half of respondents sought referrals from other professionals.
- Seventy-four percent were comfortable with AI analyzing market data to inform investment decisions.
- Some three-quarters of participants said they would have an introductory call with a potential advisor and visit that advisor’s website.
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