Wealth Management: Positioning Your Business To Grow

Lees hier het meest recente artikel van crm-daily.com.

“Vancouver, Canada, 17 March, 2015 — Maximizer Services Inc., a leading provider of wealth management Customer Relationship Management (CRM) software, has released a new study looking at how small financial advisor firms can position themselves to grow into bigger, medium-sized players at time when all signs in the marketplace point to strong ongoing growth. Supporting research commissioned by Maximizer in 2014 showed that 92% of North American financial advisors grew their Assets under Management (AUM) in 2013 and 96% projected positive growth in 2014. The research, based on a survey of more than 900 advisors across the United States and Canada, further revealed that 62% of firms saw double-digit AUM growth in 2013, with a similar proportion estimating the same level of increase in 2014. “