To land clients, advisers need to come up with a story — and stick to it
Developing a story about your firm, and repeating it, is one secret to winning over prospects, says Fidelity exec
When Ross Ozer talks advisers, they usually want to discuss ways to build their practices. So what does the senior vice president of Fidelity Institutional Wealth Services tell them?
Develop the "story" of their business.
Mr. Ozer was in Chicago on Thursday to lead a business development workshop
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