What Do Successful Small Businesses Do That You May Not?

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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?


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