Looking at 5500 data is a common business development practice, however many Advisors don't know how to take the information they find and position it in a way that will truly set them apart.
I know what it’s like when you first start your firm….you practically give away your services to get business in the door. Once you have built out a good, solid client base it‘s time to stop giving away your gold, as it is your most valuable asset. The foundation of your firm, its brand and value are based upon it. So what exactly am I referring to?