What are the best financial advisors doing to grow their business? At Goldman Sachs Asset Management, we’ve found that the answer hasn’t changed much over the years. We’ve traveled the world and met with top advisors from New York to LA, London to Milan, Hong Kong to Sydney, the world’s best financial advisors focus on two core responsibilities: providing an excellent client experience and delivering sound advice and guidance through a consultative relationship. These baseline activities continue to serve as a catalyst to help acquire new clients, retain existing clients, and deepen relationships throughout their book of business.
We have found that top-tier investment professionals execute on these ideas in varying ways and have narrowed their focus down to include 7 foundational elements that can help you grow your business. Our workshop, “Global Best Practices – A blueprint for building a successful advisory business,” provides you with a playbook on what it takes to run and grow a successful advice-giving business. We share ideas and best practices from thousands of Financial Advisors and Investment Professionals around the globe partnering with them to grow successful practices. These essentials along with setting goals, tracking progress, and creating a cadence of accountability provide you with a blueprint for building a successful advisory business.