Maintaining Strong Relationships with Advisors: A Key to Capital Raising Success
“Set it in and forget it” isn’t a business strategy, especially when it comes to financial advisors offering your investment products. Many firms make the mistake of engaging an advisor initially, only to let communication dwindle once the first sale is made. It’s crucial to maintain relationships with advisors who have taken the time to learn about your investment offerings and guide their clients through the subscription process. Nurturing these relationships can lead to repeat investments and a more robust advisor network.
