Notebook with Homework list(Photo: Shutterstock)


Are you an up-and-coming advisor with the goal ofexpanding your list of clients in 2020? Or maybe you've recentlylost a big account and looking to fill thevoid?


Even if you're feeling pretty good about your current roster ofclients, and they're feeling pretty good about you, you can neverbe sure what tomorrow will bring. What if their business suddenlycloses its doors, or another broker swoops in and breaks up thesolid relationship you thought you had?


Whatever your position, it's always prudent to have one eye onexpanding your book of business. Here are a few tips to help youstick to that advice:

Get more tips to improve yourbusiness: 

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events
  • Access to other award-winning ALM websites including and

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.