INSPEREX SURVEY: REFERRALS DRIVING BUSINESS, JUST NOT WITH NEXT GEN INVESTORS
JUNE 30, 2025 – Delray Beach, FL – According to the InspereX 2025 Advisor Pulse Outlook Survey of 829
financial advisors, the top three sources for new clients in 2025 are all
referral-based, with unsolicited referrals leading the way by a significant
margin.
More than three-quarters of financi...