Growth tactics of elite advisers

Despite continued market volatility, it appears as though the independent investment advisory world has finally turned the corner and moved beyond the worst of the recession that followed the “mortgage meltdown.” As a group, independent advisers seem well-positioned to ride the recovery to new levels of success. But in order to take full advantage of the opportunities any economic turnaround may have to offer, advisers need to learn from the industry’s recent experiences, particularly from the high-growth years earlier in the decade. The decisions that advisers make today—about where they want their firms to go and how they are going to get there—will largely determine the success or mediocrity of their firms for many years to come, according to this white paper from Cetera.