1 Resolution for 13 Challenges: Grow Your Client Base

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Get Ready to Upgrade Your 'Contact Platform'

One of the biggest challenges for FAs today is building a robust inventory of qualified contacts. Learning to position yourself naturally at venues where you can observe others and be observed by them is one of the keys to upgrading your business prospects—in more ways than one.

Your Profitability Is Only as Strong as Your Contact Platform

Build a robust contact platform of prospects from different communities and your hard work will reward you with a powerful knowledge resource, a community in which you can build your stature, and a loyal network of people who provide KCOs, referrals, and business support.

Turn Due Diligence Into a Gold Mine

Activities related to stock picking can enhance the growth of your contact platform, provide stellar opportunities for meeting more prospects, and put you in direct contact with people you're trying to influence. Use this advisor's five-point plan for achieving goals and leveraging accomplishments.