How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be...
Imagine if everyone who knew you promoted your services. This would be a financial advisor’s dream. Yet this is the world of many “elite” financial advisors. They have mastered the most powerful affluent marketing tool: word-of...