OMAHA - With most financial advisors mired in "analysis paralysis," adding new business can be difficult.
Unfortunately, there is no magic bullet to add clients and assets, according to Peter Montoya, a marketing expert for the financial services industry, but he offered six effective marketing methods to develop new relationships.
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