Stop begging for clients on LinkedIn. Attract premium clients by qualifying leads in DMs (fact-find, don't pitch), avoiding unnecessary calls, sharing content showcasing client pain points and ...
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Don’t Assume Younger Clients Only Want to Text. Plus More Tips on Client Communications.
Experienced financial advisors know that every client’s communication preferences are a little different. Some like in-person meetings or phone calls and loathe Zoom. Others are most comfortable ...
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