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Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Financial Advisor Success

CHAPTER

Wealth Advisors - Where Do These Prospects Come From?

A three-person firm with a five million dollar minimum 250 million under management. Where do these very affluence uh already working with some other advisor come from? The real answer goes back to very unaffluent clients 20 years ago from cold calls that's the real answer because it's that in the trenches pounding out on the phones, he says.

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