The ClientWise Blog

Advisor Growth Strategies: Part One

Posted by Ray Sclafani on Nov 4, 2016 11:57:24 AM

Ask any advisor about their strategy for growth and nine times out of ten their response will focus on the acquisition of new clients either through loyal client advocates, professional advocates or the acquisition of one or more practices. While all are certainly viable approaches to building your business, far too many practices miss the low-hanging fruit – the opportunity that’s right there in plain sight…organic growth realized through the expansion of existing relationships.

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Topics: Client Acquisition, client acquisition strategies