In an article published in the January issue of Investment Advisor magazine several points in an article called Stepping Up - How the best advisors take their firms to the next level jumped off the page.

Compared to the market as a whole, firms that dominated their market:

1. Are 60% more likely to have annual sales goals
2. Are twice as likely to use business development specialists
3. Are 30% more likely to proactively seek referrals
4. Secure one-third more clients through strategic partners
5. Are three times more likely to have formal agreements with referral partners

Investment Advisor magazine