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Change In New Client Engagements Year Over Year, 5-Point Scale

What does the future hold

Even though current engagement are up, all market segments expect less activity in the next five years

Despite concerns over market headwinds, advisors continue to report a strong influx of new engagements, despite being slightly less than last year. More than 50% said their number of clients “greatly increased” in Q3 2022. And as we’ll see in valuation reports (see the market pulse report Q3 2022), current market performance remains strong.

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