In an article published in the January issue of Investment Advisor magazine several points in an article called Stepping Up – How the best advisors take their firms to the next level jumped off the page.

Compared to the market as a whole, firms that dominated their market:
• Are 60% more likely to have annual sales goals
• Are twice as likely to use business development specialists
• Are 30% more likely to proactively seek referrals
• Secure one-third more clients through strategic partners
• Are three times more likely to have formal agreements with referral partners

Are you doing all of these – any of these?