Good prospecting is as much science as it is art, so it’s a good idea to take a step back every once in a while and reassess your process. There’s always room for improvement, and small changes can have a big impact on your success.
Relying on stale, inaccurate broker-dealer or RIA databases leads to missed sales opportunities, is a time drain on company resources, and can even damage the integrity of you and your company’s name. Leveraging a accurate, detailed and fresh broker-dealer and RIA database can yield an immediate ROI to your sales, marketing, and recruiting efforts.
2021 saw significant registered rep movement in the wirehouse space. While the wirehouse channel as a whole lost advisors, some wirehouses did experience growth.