Firms that offer tangible client leads and growth

In any industry, growth is key to survival. As a financial advisor, client lead generation remains the most important source for increasing your practice’s revenue.

A handful of innovative firms are taking active measures to assist financial advisors toward that effort. By specifically targeting and purchasing tax planning practices, these firms are creating a mini family office hub for their advisors that can dramatically elevate revenue and provide one-stop financial advice for clients.

It could be time to consider a symbiotic partnership that not only builds new client relationships for your practice, but also adds significant value to existing ones.

–– Michele Mandeville, Founder/President, PRISM Wealth Management Recruiting