It isn’t enough to have happy clients. With the average RIA struggling to grow organically, to avoid becoming “a melting iceberg” financial advisors must “invest in building and optimizing lead generation” says Angela Osborne, chief operating officer of Austin, Texas-based Bluespring Wealth Partners, a subsidiary of Kestra Investment Services.
Given that almost two-thirds of RIAs rely on referrals for growth, Osborne recommends that practices focus on optimizing leads in their pipeline and existing book of clients. However,…
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