Jake Davidson learned that the most effective way to increase the average size of client accounts or sales is to expand into a market with greater financial capabilities. Having specified senior executives and business owners as his target market, Jake then learned a three-step process to move into that market:> Identify a prospect you would […]
Identify potential clients in your market and map out a plan to connect with them
Like many people, Darren James thought a company’s brand consisted of little more than a logo and a tag line.Nike Inc., for example, evokes images of strength, athletic prowess and style — messages that go well beyond the company’s logo and slogan. In fact, Darren recalls a company with which he once dealt that exceeded […]
As a financial advisor, you should have a brand that reflects what clients can expect from you
Regulator recommends firms adopt key practices