How Firms Can Attract Both Advisors and Clients

What You Need To Know

• In some ways, the same type of messaging and information that attracts a client to work with a wealth management firm will also be effective in attracting talented advisors to the team.
• Setting the right combined marketing strategy will depend on firm goals, but it can’t be an afterthought.
• Firms need to showcase both their culture and their capabilities, especially when seeking to serve affluent investors.