The Challenge Of Acquisition
The acquisition of new affluent clients, and their assets, has always been the biggest challenge for financial advisors and the largest determinant of their success.
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The acquisition of new affluent clients, and their assets, has always been the biggest challenge for financial advisors and the largest determinant of their success.
There are four levers any advisor can implement in order to reach a million dollar plus practice, and the “lever of loyal clients” is one