Referrals
Professionals are the number one source for quality referrals between financial advisors and their clients.
How Advisors Find Their Best Clients
More than 60% of advisors got their best clients from another professional, such as an attorney or an accountant.

SOURCE |
PERCENT |
| From Accountant or Attorney |
64.4 |
| From Another Client |
29.5 |
| Other Source |
6.1 |
N = 512