Having been in the financial services business for more than 50 years, I can certainly attest to the accuracy of this information. Beyond the issue of clients moving or passing away, I would take heed to this information and learn, with absolute assurance, that you can maintain future growth in your financial services practice, using these suggestions.
https://www.fa-mag.com/news/why-do-clients-leave-advisors-73776.html
Why Do Clients Leave Advisors?
