Sales and Marketing Strategies for Financial Advisors
05.17.10
Proceed directly to the front of the line — a line of more than 100000 advisors. In the Sales & Marketing Strategies session, you’ll learn to distinguish yourself from the fractured, competitive mass that is the wealth management market.
Tags: advisor, csi, financial, management, marketing, planner, sales, strategic, success, wealth
lol.. financial advice is a scam? thats pathetic
yeah, that’s wrong, The S & P average for the past 10 years is 10.9%, the average individual investor is getting 4.2 percent. Inflation is 3.1% and institutional investors who all work with advisor’s are getting 11.2%.
“A landmark study from Harvard Business School/University of Oregon concludes that when it comes to the selection of mutual funds, individual investors outperform financial advisors by 100%..”
Here are the results for returns for 1996 through 2002:
Financial advisors:
2.9%
Individual investors:
6.6%
The Study: “Assessing the Costs and Benefits of Brokers in the Mutual Fund Industry”
Financial advice is a scam.
I love the uneducated, People on this thread. It’s ok that you don’t now, or ever in your life have the funds to warrant meeting with a professional money manager. Enjoy spending the rest of your life at the Waffle House and living on SS you losers.
Mutual fund advice from brokers doesn’t yield better results. This statement is more accurate, given the validity of the for mentioned study.
But saying “Financial advice is a scam” is ridiculous.