December 14, 2016
More than 90% of advisors say they get new leads from referrals, yet 70% of advisors have no formal marketing plan for gaining client referrals. Join us to learn two easy things you can do to make your business undeniably referable! Don’t miss this opportunity to start your 2017 marketing with these two simple steps. Join us for our upcoming webinar Marketing Planning for Financial Advisors: Implementing an Actionable Marketing Plan to Grow Your Business
*Barron’s magazine, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.