Good references and social-media outreach help find good prospects – but a top-notch presentation helps seal the deal and earn new clients.
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Referrals aren’t important in financial services — they’re downright crucial.
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It’s true: Most prospects already know a lot about you before you ever sit down with them.
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You know you can’t just walk in and expect prospects to end a relationship with a competitor and sign with you right away.
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Studies show most people’s No. 2 fear is death. What’s No. 1? Speaking in public!
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