It is commonly understood that a wealth management practice can grow through client referrals and getting COI introductions.

That being said, standard approaches to using these methods can take on average 3-5 years before results begin to show.

The Select Advisors DEAL Marker Program is a set of unique processes and systems, and developed through our extensive experience in marketing to family offices, endowments, foundations, and high net worth families.

Our goal is to help financial advisors more effectively grow their practice.