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What does it take to win new clients?

Ficomm's 2024 Consumer Insights Study is a survey of more than 1,000 consumers who have purchased financial advice services, and what led them to choose the advisor that they did.

The results? They're surprising to say the least.

The lead channel most advisors depend on is becoming less effective...while the lead channels most advisors aren’t using that will generate future growth are becoming more effective, more expensive, and more important.

Download your copy of the Ficomm 2024 Consumer Insights Study now.

Get insights directly from the clients

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