PHOENIX-- Practice management in the financial services field is as nebulous as it is important, forcing broker-dealers and their militia of financial advisors to constantly reassess what more they can do to grow their book of business and at what cost.
During an educational session at the OneVoice 2011: FSI Broker-Dealer conference, a panel of marketing experts and one self-effacingly "clueless" independent broker-dealer executive weighed in on the challenge of motivating financial advisors to grow their client base, manage compliance issues and install meaningful continuity and succession plans without neglecting their existing roster of clients.
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
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access