The financial services industry is a notoriously difficult place for rookies to start and establish a career. Part one of this three-part series highlights some of the challenges rookies face. Part two, on Wednesday, offers prospecting strategies, and part three, on Thursday, outlines marketing tips for rookies. Learn more strategies for success in a video on IE.TV, and in a webinar featuring Joanne Ferguson, co-founder and president of Advisor Pathways, Inc.
Richard Heft and Jillian Bannister, co-founders of Ext. Marketing Inc. explain how rookie advisors can develop affordable (even free) marketing strategies. They spoke with Tessie Sanci, reporter, with Investment Executive.