 We want advisors to look at every step in their service model, from developing their pipeline to onboarding [new clients].”Brian Stimpfl, senior vice president, Scottrade Advisor Services. |
Steps for Advisors to Get More Clients
Bernice Napach | Think Advisor, July 2015
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Summary:Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
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