May 3, 2022
IF YOU ARE NOT GROWING YOUR BUSINESS – YOU ARE GOING BACKWARDS
Blog
fletcherm
0
There are a lot of reasons why most advisors are not bringing on new clients like they used to. Some of those reasons include the following issues:
- The markets have been great for 10+ years so AUM is growing – don’t need new clients
- Do not have a Strategic Business Plan
- If you have a Marketing Plan, you are not effectively reaching your target market
- No time to prospect
- Need a junior associate to work with C and D clients and prospect a younger demographic
- No time to find acquisition / amalgamation prospects
- Wrong business model or wrong Dealer / Platform
- Want to slow down / want to monetize all or part of your business but not retire
- Worrying about a succession plan and an exit strategy
- Regulations / compliance is taking the fun out of running your business
SOLUTIONS
Queenston can help with all of the above.
- We can source junior and senior advisors, amalgamations and acquisitions
- Advise on the best methods to generate organic growth
- Many ideas to monetize your business – create cash to grow
- Right now we have several acquisition / amalgamation opportunities:
British Columbia – click here
Alberta – click here
Saskatchewan – click here
Manitoba – click here
Ontario – click here
Quebec – click here
East Coast – click here
CALLING ALL PM’s AND PM SHOP’s – THERE ARE A TON OF OPPORTUNITIES IN THE MARKET FOR YOU.
CALL ME!! BOOK A TIME – CLICK HERE
If someone asked you to add the numbers between 1 and 100 … 1+2+3.. etc. (actually between any 2 numbers) – could you do it under 1 minute? See our new blog “Domino Effect” for the solution. Click here …