Advisors Trusted Advisor

Advisor survey shows best means
to business growth...

Do you ever wonder how your marketing and business development efforts stack up to other advisors? Advisors Trusted Advisor (ATA) surveyed advisors in June and July 2009 to learn their successes and obstacles in growing their business.

Evaluating 7 Key Catalysts to Business Growth, the detailed report resulting from the responses of 354 advisors, outlines how well they use the following 7 key catalysts to growth described in ATA’s
7 Steps to Effective Business Building for Financial Advisors program:

  1. Defining firm’s goals and business planning
  2. Marketing that differentiates the firm in a crowded wealth management market
  3. Defining and executing a new business development plan (and having the right people to do this)
  4. Having and implementing a centers-of-influence (COI) strategy
  5. Ensuring that client referrals are coming from every possible channel
  6. Effective use of public relations – becoming the obvious expert whom the press turns to for comments or explanations
  7. Communicating with different clients as frequently as each requires (and in the proper medium)

Interpreting the data, ATA principals offer actionable advice for addressing the problems reported.

The detailed report is available now for $95.00. A short summary of survey results is available for free. Please complete the following form and we will contact you with information on how to get the report.

7 Key Catalysts to Business Growth Report
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We invite you to review our 7 Steps to Effective Business Building for Financial Advisors program now by clicking here!