April 2019 to April 2021 Financial advisor leads (South England) - Sample 2045 - 27% referral rate. (34% excluding General Financial Advisor leads) £180,000 average portfolio size.
Edward Leyland - Liverpool - Tilneys
January - February 2022 financial advisor leads - booking service - 61% referral rate. £167,000 average portfolio size.
NOTE: The referral rate refers to a second call or meeting.