While advisors focus their time on helping clients with long-term financial needs, only a small minority take the time to establish a plan for the future of their firms, according to TD Ameritrade.
To help get advisors thinking about strategic planning, the company recently unveiled its "Breakout Growth" program series highlighting key trends of successful firms based on the 2014 FA Insight Study of Advisor Firms sponsored by TD Ameritrade.
Here are five strategies, common among top firms, that advisors can institute to expand their firms.
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