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Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

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Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Author: Michael Schein
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Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect beingRead More…

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