 Today's advisory firms need the consistency of science: a good marketing plan that drives referrals and prospects to find them, and a closing process with a high success rate."Angie Herbers, Founder and Senior Consultant, Angie Herbers Inc. |
Summary:When we ask owner-advisors why their firms aren't growing (or aren't growing faster), they invariably tell us, “We’re not getting out there enough. We need to network better and get more prospective clients in the door.” As it turns out, in the vast majority of cases we see, they are half right—and unfortunately, they usually focus on the wrong half.
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