Posts

Building Your Practice Network - Part 2 of 2

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Quick Recap of My Last Post Building Your Practice Network --…

Building Your Practice Network -- Part 1 of 2

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I was approached by a young man who recently switched to financial…

COI or BOD -- Does It Matter, Really?

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Yes!  A number of our Preferral Prospecting® System clients…

Building Your Client Development System

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The first function in your client development process is . .…