Barron's Advisor Marketing Program
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Big ticket items

3/6/2020

 
We've been asking advisors who participate the Guide to Wealth if they've won any new business because of it. Here are some big wins advisors have passed on to us:

  • A top ranked advisor in Connecticut won TWO $30m accounts from appearing in the WSJ
  • A top ranked advisor in California says he won an account from the CEO of a helicopter leasing company from his online profile. (Catalina Wine Mixer invite pending)
  • A top ranked advisor in NYC won the business of two MBAs whose start-up was sold at a hefty valuation. They took the time to read through dozens of profile looking for an advisor who dealt specifically in ETFs. 

Despite the uncertainty ahead, there is an opportunity for top advisors to scoop up dissatisfied clients, and Barron's and WSJ are one of the best places to find them. In fact, we've seen subscriptions and online traffic skyrocket in the past month as readers turn to us for quality insight. 

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