6 Steps for Advisors to Get More Clients | ThinkAdvisor by Bernice Napach
Published: July 23 2015
Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
“We want to get the word out to our clients that we’re not just a brokerage but a custodian that wants to help financial advisors grow their business,” Brian Stimpfl, senior vice president, Scottrade Advisor Services, told ThinkAdvisor following the firm’s New York City workshop. Scottrade Advisor Services provides a clearing, custody and portfolio management platform for about 1,000 independent RIAs —“the fastest growing segment in the financial industry,” said Stimpfl.