QUALITY, Not Quantity: Leverage Existing Relationships
“I need to learn some new prospecting strategies,” Erin, an advisor in the Midwest, was telling me. “I’ve done okay,” she continued, “But what I’ve been doing doesn’t seem to be getting me anywhere lately.” I asked Erin about her practice. “How many clients—households—however you measure it, do you have now?” “About 300,” she advised.…
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