Marketing

A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more-challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers...

CEO Aaron Klein reiterated that it would not move toward asset management, but would orient the firm, and its identity, 'to seize the growth space.'

The company’s website, automation and text messaging platforms will now be connected in one unified system, with new pricing and a single compliance platform.

Why financial advisors should host one this year

Think about diversification.