 Market leaders succeed not only because they have a higher-quality formal plan, but also because “the plans had goals and assigned leaders; with deadlines."Mathias Hitchock, Vice President, Fidelity Investments |
3 Things Top-Performing RIA Firms Do: Fidelity
James J. Green | Think Advisor, April 2015
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Summary: Fidelity’s 2014 RIA Benchmarking Study found that RIA firms that have a formal marketing and business development plan; write and share internally and externally a shared corporate story; and have a clearly defined referral process outperform their advisory firm peers in client growth, AUM and revenue.
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