Changing Broker/Dealers – Practice Management

Practice Management is essential to financial business growth!

  • A survey of 2,000 financial advisors revealed only 10% felt their current business strategy was sound.
  • A number of financial advisors stated their business mindset was one of acceleration and growth, yet expressed a need for improved marketing, business plan development and client segmentation in order to achieve their vision.
  • Planning-driven financial advisors also have shown a greater tendency for success in acquiring affluent clients.