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Four brokerage-world practices that could ramp up RIA asset growth

... four RIA-world lessons brokers would do well to heed

Author Jeff Spears May 2, 2011 at 5:57 AM
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Jeff Spears: Advisors should call on the same prospects that brokers have traditionally pursued with great success.

Elmer Rich III

Elmer Rich III

July 11, 2011 — 11:47 PM

We do this work and we can only say — Amen. However, we would add:

- All these necessary business business development and firm growth processes require as much specialized, technical skill and experience as portfolio management, financial planning and wealth management. We know — we’ve done both.

- This is even more true with the dominance of digital media in business development and firms communications

- Usually, these skills are at the opposite end of the financial professional’s continuum of skills and abilities.

Like everything in financial services, success is a group effort with specialists from all disciplines.


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