7 Marketing Techniques Used By Elite Financial Advisors

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.

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Practice management Sales and marketing
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