Attracting new clients to your financial advisory business takes effort. While many financial advisors proudly proclaim that they rely on referrals for all their new business, most advisors who are actively growing their practice are using modern marketing and sales techniques to bring on new clients.
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How to Close Clients Faster with Technology- I recorded this episode of the podcast back in August of 2019. It turns out my guest Andy Ambrose and I were right... video conferencing solutions like Zoom and digital signatures are indeed necessary tools for the modern financial advisor.
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