As the economic malaise continues, financial advisors are struggling. The stock market plunge has cut assets under management in half, and clients need more handholding than ever before. With the large Wall Street firms’ losing their credibility, independent advisors have a huge growth opportunity, but it won’t be easy.
As an advisor, to succeed in this downturn you must restore revenues, reduce costs, retain clients, and expand your business. These tasks can be daunting in the face of the worst recession since the Great Depression. But, at Friday's session of the Financial Crisis Webinar Series, marketing expert Jerry Lezynski of SEI Advisor Network will show you how you can keep your business on solid footing through delegating, marketing, communicating, prospecting, and positioning.
Mr. Lezynski will also explain how to discover your firm’s vision and identity and how to use that discovery to properly plan for your firm’s growth.
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