Financial Marketing Agency Blog | Marketing Wiz

Why Your Firm Should Be Tracking This Key Metric

Written by Logan Burgess | Jul 7, 2022 1:00:00 PM

If your firm is like most RIAs, you likely keep a close eye on your lead-prospect-client pipeline, and you probably know exactly how many of your prospects agree to become firm clients. But the number of prospects who agree to become clients is not the same as the number who actually sign the paperwork—and by overlooking the prospects who slip through the cracks, you may be missing out on business. This article from RIA Intel explains.

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