One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace. That's what my firm, CEG Worldwide, did late last year when we surveyed more than 200 advisors. In coaching thousands of advisors over the years, I have found that the efforts made by the top tier typically reveal what works and what doesn't to build and grow great advisory practices.
Our survey included advisors nationwide representing each of the three major industry channels: registered investment advisors, employees at wirehouses and independent broker-dealer representatives. All have been in the industry for at least five years and manage at least $50 million in assets.
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