Four brokerage-world practices that could ramp up RIA asset growth
... four RIA-world lessons brokers would do well to heed
Author Jeff Spears May 2, 2011 at 5:57 AM
Elmer Rich III
July 11, 2011 — 11:47 PM
We do this work and we can only say — Amen. However, we would add:
- All these necessary business business development and firm growth processes require as much specialized, technical skill and experience as portfolio management, financial planning and wealth management. We know — we’ve done both.
- This is even more true with the dominance of digital media in business development and firms communications
- Usually, these skills are at the opposite end of the financial professional’s continuum of skills and abilities.
Like everything in financial services, success is a group effort with specialists from all disciplines.
