Leveraging Educational Seminars for Turn-Key Client Acquisition
Jul 20, 2022
45:05
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As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again. Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client
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