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Summary:Financial advisors’ discomfort with sales is often in inverse proportion to their ease with numbers, graphs and tables. To a professional seeking to provide expertise, and priding himself on his knowledge and competence, selling can feel unpleasantly self-assertive, yet sooner or later advisors recognize that revenue-generating actions must be taken.
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Summary: Registered investment advisor firms spend, on average, 2 percent of their total revenue on marketing and business development, excluding the cost of a marketing staff if they have one, according to the 2014 Fidelity RIA Benchmarking Study.
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Summary: Findings from the 2014 Fidelity RIA Benchmarking Study, released Wednesday, showed that many firms recognized the need to improve their marketing and business development capabilities.
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Summary: Janice Hobbs remembers with mixed emotions when Barron's named her as one of its top-ranked financial advisors in 2008. It was great news, but it also meant that she had to speak before a large audience at the awards ceremony
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Summary: Every year we talk about formalizing our client referral process, increasing our market presence and setting other growth-related goals. But we start January 1 without real plans in place. What can we do this December to ensure we are successful with our resolutions?
