From The Desk of Mark Tibergien

Beginning the year with a solid growth plan can build momentum to sustain and strengthen your business. Attracting new assets, breaking into new market segments and finding the right partners to take your firm to the next level are key components in driving growth.

With most of the year still ahead of us, coupled with continued market uncertainty, how do you manage these concerns to ensure your business remains on a growth trajectory?

In this edition of Practice Point, we provide guidance to help you grow your business.  Pricing Strategies to Create Growth: An Independent Advisor's Guide and 50 Insights to Help Fast-Track Business Growth are guidebooks that can contribute to your firm’s growth.

Other highlights include:

• Creating a Client Engagement Strategy, by Julie Littlechild, President of Advisor Impact, explores how to implement a client engagement strategy that creates loyal clients—and then turn those positive feelings into increased share of wallet and referrals.
• The Basics of Incorporating Media Relations into a Marketing Strategy, by Justin Meise, Principal of River Communications, provides suggestions to leverage the media to propel your firm to the next level.
• The Benefits and "How-to" of Segmentation, by Krista S. Sheets, President of Paragon Resources, examines the benefits of segmentation and other elements to consider.

This issue of Practice Point demonstrates our commitment to make your business more successful and your clients more satisfied. As always, we thank you for your business and wish you the best throughout the rest of the year.

Mark Tibergien, Chief Executive Officer
Pershing Advisor Solutions