Articles tagged "Pure Financial Advisors"
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A San Diego RIA paid SmartAsset $10 million for leads that washed out 96.5% of the time, but still yielded $1 billion of net new assets in just about two years
Slogging through 1,000's leads is one way to 'crack the code,' says an analyst, but closing a lead requires painstaking follow up.
May 21, 2024 at 2:34 AM
Stephen Chen completes $20 million raise; RIAs have found a niche use for his consumer-facing software -- never mind all those subscribers and enterprises
The founder of NewRetirement.com has a DIY approach that RIAs and enterprises are attracted to because consumers do much of the work
