April 2019 to April 2021 Financial Advisor Leads (South England) - Sample 2045 - 27% referral rate. £180,000 average portfolio size.
Edward Leyland - Liverpool - Tilneys
January 2022 Financial Advisor Leads - Booking service - 50% referral rate. £167,000 average portfolio size.
NOTE: The referral rate refers to a second call or meeting.