Evolutionize Partner, Cliff Campeau was featured in November, 2010's Financial Advisor Magazine, sharing a perspective on the growth of independent advisors and the challenges posed to individual firms when trying to reach prospective investors. While assets have grown, so to have the number of independent broker-dealers and RIAs providing investors with a dizzying array of choices. Learn how your firm can leverage the practice development planning process to lay the groundwork for attracting prospects and clients alike. The article profiles three marketing strategies that will assist your firm in effectively and cost-efficiently distinguishing itself for competitive advantage.

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