TITLE

Beyond Referrals: New Ideas for Growth

AUTHOR(S)
Flaxington, Beverly D.
PUB. DATE
September 2011
SOURCE
Journal of Financial Planning;Sep/Oct2011 Practice Management Sol, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the strategic approach of several financial advisers to expand their footprint in the market and gain new business in the U.S. Kelly O'Connor and his team at the Mountain Financial in Greenwood Village, Colorado claims that they utilized social media to share their expertise through writing and producing short video commentaries while Safe Harbor Asset Management in Huntington, New York used outside vendors to expand its client base through creating a weekly update for clients that can be forwarded top a friend. Moreover, chief financial adviser (CFA) Ara Oghoorian of ACap Asset Management Co. Ltd. in Sherman Oaks, California shares that he created marketing materials like promotional prescription to attract medial professionals and associations.
ACCESSION #
65761551

 

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