Advisor Confidence Index (ACI)

Three Steps to Creating Lifetime Clients

You want to continue growing your business, but finding new clients is time consuming and expensive. What’s an advisor to do?
Good news—by focusing on a niche market, you may be able to create lifetime clients for your business. It’s a great opportunity for advisors because very few RIAs focus on any client characteristics beyond a wealth range. In fact, wealth range ranked as the most important client trait for 65% of investment advisors, according to AdvisorB

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