HOLLYWOOD, Fla. -- Gabriel Garcia, director at Pershing Advisor Solutions, a BNY Mellon company, spoke at the INSITE conference giving advice on how advisors can get more referrals from their existing client base.

 “Revenue declined about 7% from 2008 to 2009,” said Garcia.  During this time, advisors were making less revenue per client, but at the same time they were working more per client.  He thinks today there is an opportunity for advisors, saying, “Now is a good time to refocus.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access