Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Katherine Wertheim, a fund-raising consultant for nonprofits in Ventura, Calif., about her experiences as a client.
The Thrive 2019 Growth Summit and Awards Event from WealthManagement.com will recognize 500 of the fastest-growing advisors in the industry based on revenue growth. Advisors who make the Thrive 500 list will be invited to attend a special educational and awards event October 16-18 in Las Vegas where they’ll learn from each other and hear from speakers and panelists curated specifically for advisors in growth mode.
You depend on marketing support to provide you with results-oriented materials, tools & resources to help you develop effective financial strategies for clients – but how good a job are they *really* doing in providing the support you need?
We’re interested in learning more about how advisors view online prospecting tools for lead generation, so we’re conducting a quick (and confidential) poll of advisors who have interesting views on the topic.
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