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Greensboro: “I know I need to continue with some of the marketing activities my firm recommends – they’re expected and have led to some new business.  But I also want to get into some of the marketing tactics from your research that are used by elite advisors. If I start them now, I’ll have years to master them.” said Jason on a recent conference call.

Jason was referring to our 2013 Financial Advisor research which shows the three most common marketing activities amongst Elite Advisors (those bringing in five or more $1mm clients per year): Referral Alliances, Strategic Networking, and Personal Introductions. 

Having years to refine these activities is only one reason why we recommend starting them as a new advisor.  The primary reason is...