Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
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How Are We Doing With Client Referrals?
One of their challenges is so many small clients with very low fees, but very high demands. It does seem to be the problem in a lot of places because you don't necessarily want to just kick them out. So that's what I would call kind of the quantitative aspects. And qualitatively, it's kind of to look at where do we need our business to be coming from?
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