• Build a network for professional referrals. If you’re a broker who has gone independent as a money manager, develop relationships and arrangements with financial planners who don’t act as money managers and are looking to place their clients’ money with managers. To do this, network hard — like the plane is going down (because without enough AUM growth, it may be). Attend professional conferences and work the room.
Ten Ways New RIAs Can Grow Their Practices
June 4, 2014
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