Prospecting is the best marketing
It’s hard work, but if an adviser is serious about growing, the best approach is good old-fashioned prospecting.
For most advisers, many of the most popular marketing strategies are a big waste of time.
The fact is, be it a pure RIA, a hybrid or an IBD rep, most firms consist of an adviser and one or two support staff, and little else.
While these firms can be quite profitable, the vast majority are not
Learn more about reprints and licensing for this article.
