What is the difference between elite practices and other firms? One hint: Seminars are not what they used to be.
Cetera Financial Group found out that it’s really more about a firm’s overall approach to marketing. The El Segundo, Calif.-based broker-dealer recently partnered with The Oechsli Institute to survey 352 financial professionals, including elites, in the report “Marketing Tactics of Elite Advisors.”
So put down that frigid cold-calling list and start socializing with the clients you want.
Here's an interactive slideshow detailing seven crucial marketing tips that will boost your firm’s profile and assets under management.