prospect presentation.

January 2, 2021

Getting Started with a Prospective Client

As a financial advisor, you work hard to ensure that your marketing reaches your desired clients. You also do everything you can…

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October 30, 2020

Are you tired of all of the political ads? Learn the lessons for your practice instead….

As I sit here, inundated with political ads. I remember several months ago recommending to all of my clients to give some…

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