With so many breakaway advisors bolting from wirehouses and large banks to go independent, competition for clients and their assets has intensified and put more pressure on firms and individual advisors to step up their marketing and business development efforts.
To give its 3,000-plus independent advisors an edge, Fidelity Investments introduced the Business Development and Marketing Planning Toolkit, an interactive PDF that advisors, firms and advisor teams can use to better define themselves, identify exactly the type of clients they want to attract and retain and, perhaps most important, ensure their customers know enough about them and their services to provide a meaningful referral to potential new clients.
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