Cold calling has traditionally been an accepted method of gaining new clients, and plays an important role in the development of a new book of business. It is also one of the most frustrating and time consuming methods of finding new clients.
Wealthmanagement.com has a series of suggestions for the new financial advisor in building new relationships - without cold calling in their article First Timers - Cold calling is out; networking is in.
The attorneys at Sallah Astarita & Cox have been working with advisors of all experience levels for decades. For more information on how we can help you, call us at 212-509-6544 or email us.
