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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 to Get New Sales From Existing Clients

One of the biggest untapped areas for most advisors is to get new sales from existing clients who know a lot of people you should be talking to. "I don't do a very good job of letting even my own clients know that I want to help more people out there," says Bev Drexler, an advisor in New York.

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