Key Data Results from the 2023 Herbers & Company Service Market Growth Study
Presented by Angie Herbers, founder and managing partner of Herbers & Company, this webinar recording gives listeners key insights on our 2023 Herbers & Company Service Market Growth Study.
During this video you’ll learn:
How tax planning became the top demanded service by financial consumers and what might be driving the demand
How the industry is experiencing a close ratio crisis and insights on how financial advisory firms might expand their advisor training to increase close rates
What the top organic growing firms are doing different than all other advisory firms to expand their client base
And finally, at the end of the broadcast Kristen Pierson and Jarrod Upton, senior consultants join Angie for audience Q&A.
Additional resources:
Join Herbers & Company Academy and learn how to build sales processes and training programs to increase your advisor close ratio, and much more.
