A clear plan focusing on clients with the right team is the blueprint Advisors need to grow their business. Learn more with Bryan E. Spencer and his guests Brian Dudley (Senior VP of Business Development at Secure Financial Group) and Randall Joseph (Secure Financial Group and Secure Asset Management’s Chief Compliance Office).
This latest episode of Building Winning Practices powered by Secure gives you the insight of what it takes to have a “proven plan” that helps attract ideal clients, efficient marketing strategies, and the strength of a support team.
1. Blueprint for success: A clear understanding of their ideal client, a marketing strategy, and a team of experts to support them in areas like compliance and money management.
2. Time is money: Outsourcing tasks like marketing and compliance can free up time for advisors to focus on their core competencies and build relationships with clients.
3. Independent evolution: Some advisors are finding that they miss the team support and resources available at larger firms.
4. Focus on client needs: Prioritize understanding client goals and objectives to tailor solutions and build trust.
5. Biggest challenges for advisors: Some of the biggest challenges advisors face include getting in front of new clients, keeping up with compliance requirements, and managing their time efficiently.
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