Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
How to Make Your Social Security Seminar More Efficient
"We didn't advertise in the paper, we sent invitations out to the people that we were wanting to target," he says. "It was people that he had already built that trust with who knew him personally and knew him as a boss" It's cheaper than spending $7,000 on 20,000 mailers for such-and-such zip code, she adds.
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