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July 28, 2022 at 11:38 AM
Financial advisory firms should follow several strategies in order to expand their practices over the next few years, according to the findings of a recent survey of 2,700 financial professionals worldwide.
Natixis Investment Managers said its global survey was conducted in March and April by CoreData Research.
“To grow, financial professionals have to adapt,” Natixis said in a report announcing the survey’s findings.
“In the short term, they’ll need to reset investment strategy for turbulent markets and emotional clients,” the firm said.
“In the long term, they’ll need to reevaluate their market assumptions. They’ll need to determine how much the world has really changed. And they’ll need to adapt portfolio and business strategy for a new environment,” it explained.
Take a look at the gallery above to see 10 strategies that FAs must follow to grow their businesses, according to the financial professionals who responded to the survey.
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