The successful firms haven't grown using ad hoc tactics. There's no magic bullet, but advisors can focus on execution and pick one or two things to work on and get better at doing them."
Julie Littlechild, Advisor Impact. |
Summary: More than half of financial advisors surveyed by the FPA for its latest study, "2014 Drivers of Business Growth," didn't give their business development process a passing grade, and only 9% described their process as very effective.
The successful firms haven't grown using ad hoc tactics. There's no magic bullet, but advisors can focus on execution and pick one or two things to work on and get better at doing them."
Julie Littlechild, Advisor Impact. |
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