5 tips from top wealth managers

By Staff | June 14, 2013 | Last updated on June 14, 2013
1 min read

What makes top wealth management firms so successful? David Canter, an executive vice president at Fidelity Institutional Wealth Services, identifies five things top firms do to grow their asset base:

  • Define and segment your target market
  • Focus not just on growth, but profitable growth
  • Employ a team-based approach
  • Communicate your fees clearly
  • Offer a trust services solution

Click here for Canter’s explanation of each of these points.

Also read:

Master the art of cold calling

Prospecting your ‘B’ and ‘C’ books

Never use these 10 expressions

Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.