What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
While SurePath's AUM is small, the firm, co-founded by brothers Patrick and Jeff Brewer, will create a marketing and practice management engine inside WealthSource with the intention of becoming the next United Capital.
The new head of marketing has taken over the responsibilities of former boss Abby Salameh, with plans to bring the growing marketing and advisor engagement teams closer together.
Be honest about how well the 'set it and forget it' approach works in investing—and how investment management is just a small part of what clients pay you for.
