Acquisition: 90 Day Free Look/ 90 Prospects

A key component to any growth process is having potential clients that meet your criteria as an ideal client.

Defining an Ideal Client

It is important that you know how to describe your ideal client.  Why? There are two reasons: 1.  Doesn’t it make sense that you know what you are looking for?  If you know what you want you have a better chance of finding

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Five Steps to Turn Prospects Into Clients

Does your client acquisition strategy need some legs? Are you lacking a consistent process to bring in new clients? Many advisors are very good at creating the networks in order to gen

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