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Posts Tagged ‘positioning in the financial services market’

This is Why Some Independent Financial Professionals Struggle While Others Get Hired Again & Again

How did you get your last client? Let me guess. It’s someone that a client referred to you. Am I right? If you’re in finance, you know the power of referrals, so I’m not dissing here. You definitely want to nurture that pipeline. But can we admit that relying on referrals is limiting and leaving…

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