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The Authority Trust Audit™
Research sources and estimate notes

Wealthtender: 96% of prospects research a referred advisor online, and 97% compare 2 or more advisors. 25% of prospects start their advisor search with AI tools. Each figure is being verified against its primary source before launch.

All estimates are illustrative. There is no guarantee of clients, commissions, coverage or results. Advisors must follow applicable advertising, solicitation, disclosure and supervision rules. The cool-off percentage is a planning assumption based on your Authority Score, not a claim about any specific prospect.

Illustrative estimate, not a promise of results. © Marketing Huddle, LLC. Privacy · Terms