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The ClientWise Blog

Posts about:

professional advocate

Why Your Networking is “not-working!”

Whenever I have a conversation with an advisor client about his or her professional advocate network, invariably they begin to discuss the number of client referrals they receive from attorneys and CPAs and their ability to convert those leads into new clients. The problem is, their focus is on a strategic byproduct (referrals) rather than on the primary purpose of building a network in the first place – to better deliver on your client promise to provide holistic wealth.....

March 29, 2016

Category: professional advocate, network

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