C
Evidence Grade C
Use with Hedging
Dated
10%
10% — prospect to client conversion rate for Advisory firms emphasizing life planning (2023)
Source:
View source
Curated by Aaron Agius
· Founder, Louder Online
Last verified:
·
How we verify data →
Source verified
Evidence graded
Value
10%
Unit
Percentage
Data Vintage
2023
Entity
Sample Size
724
Study Type
Unknown
Geography
Global
Trend
Stable
Evidence Quality
C
Moderate quality evidence
Useful directional data with some methodological gaps. Treat as indicative rather than definitive — corroborate before citing in formal research.
Sources (2)
OneStream
Primary
Tier A
https://www.onestream.com/news/onestream-global-study-finds-women-take-longer-to-reach-cfo-seat-but-… ↗
Source Article
OneStream Global Study Finds Women Take Longer to Reach CFO Seat; But, Once There, Deliver Performance Returns, Lead in Digital
Study finds women CFOs delivered 4.5% annualized shareholder return; 83% of women finance leaders see automation enabling different expertise to enter the role, but lag in …
Also cited by
crypto-reporter.com
https://www.crypto-reporter.com/newsfeed/herbers-company-study-reveals-disconnec…
2026-05-03
Original Research
Herbers & Company
· Original study ↗
Methodology
Survey of 724 advisory firms. Conversion rate measured for firms emphasizing life planning.
Study: Unknown
Segmentation
IndustryFinTech
RegionGlobal
RoleAll marketers
Cite this stat
Suggested hedging: based on claims without stated methodology, with unverified sample sizes...
Plain Text
Advisory firms emphasizing life planning: 10% prospect to client conversion rate. Source: OneStream (2023). Via Lighthouse Research Data — https://lighthousedata.io/data/herbers-life-planning-conversion-rate-2023
HTML Embed
<blockquote cite="https://lighthousedata.io/data/herbers-life-planning-conversion-rate-2023" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>10%</strong> — prospect to client conversion rate for Advisory firms emphasizing life planning<br><small>Source: OneStream (2023) · <a href="https://lighthousedata.io/data/herbers-life-planning-conversion-rate-2023" target="_blank" rel="noopener">Lighthouse Data</a></small></blockquote>
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