Filed Under:Your Practice, Practice Management

ByAllAccounts: Most Advisors Base Client Selection on Investable Assets

Photo credit: Stoonn
Photo credit: Stoonn

More than 8 in 10 financial advisors identify prospective clients based on their investable assets, according to a new report.

ByAllAccounts, Boston, Mass., published this finding in a national online survey of more than 390 financial advisors. The survey examines key traits and characteristics of successful advisors, including their views on defining success, personal strengths and values, top priorities, plus areas of focus and insights into how they spend their time.

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Nichole Morford

Nichole Morford
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