Does Your Prospecting Method Hold You Back?

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Firms Don't Meet With People—Advisors Do

Financial services firms focus on the aggregate market and expect FAs to leverage relationships with existing clients. What they may not see is the entire social network advisors have access to and the broad opportunities that lie within. It's up to advisors to show firms the value of an expansive contact platform.

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.