Posted on Friday, August 16, 2013 at 11:56 am CDT
Broker dealers have generally been short on providing marketing support to financial advisors and insurance agents. It has generally been "here's your desk and a phone" or "make a list of 100 people you know and start calling them." Industry veteran Larry Klein thinks there are a lot more efficient and effective ways to market and gain clients.
Source: Wealthyproducer.com