Download our discussion material The Death of Referrals and the Future of Business Development for Financial Advisors.

It is “accepted wisdom” that the best way to grow an advisory firm is through referrals. Except that it isn’t anymore. In the latest Investment News 2016 benchmarking study of the Financial Performance of financial advisors, the data actually shows that referrals are no longer the primary driving force for growth!

Join in as fellow practitioners discuss what they think about the benchmark study, if referrals are dying as a source of new business; and, is there a shortage of potential for new growth?

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.