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
Getting advisors on board with building a social media presence will help leverage authenticity, grow thought leadership, ensure compliance and get to know clients on a new level.
Also, SmartAsset acquires DeftSales and Orion Advisor Solutions launches a newly redesigned website.
It's more than industry knowledge and financial goals. It's about connecting clients with top-notch professionals of all types.
FiComm founder and CEO Megan Carpenter details what firms that have seen the most growth are doing correctly, and what they're doing differently.
Wealthtender's Brian Thorp breaks down what the latest SEC marketing rule means for advisors.
Think about diversification.
