Holistic Advice is Winning the Most New Clients
Full article coming November 2023!
The 2023 Herbers & Company Service Market Growth Study revealed annual growth in total new clients among all firms averaged 14% in 2022. But the top organic-growing firms tended to offer a more comprehensive service model that included retirement planning, tax planning and investment management services. This led to total new-client growth of 39%. Here’s why holistic financial advice is winning the most new clients.
