Marketing for Financial Advisors
This is a new book by a couple of Wharton professors. The main message is simple enough, but I think it has some interesting points that are applicable for any business, such as choose a niche. Depth in a niche is a better recipe for success than being everything to everyone. Also, I found it interesting to note how much they rely on mining data and having good information on your clients. And lastly, not surprisingly, they point to this type of volatile environment as an opportunity to expand. What that should remind you, of course, is that while it might be a good time to gain new clients, it’s probably a good time to lose clients as well.
Just some thoughts: http://knowledge.wharton.upenn.edu/article.cfm?articleid=2292
Last 5 posts by Yaron Sadan
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Tags: financial advisors, marketing
Academic, General | Yaron Sadan | 
July 23, 2009 2:12 pm
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