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The conversation that brought you 40% of your client's assets is not the one that will bring you 100%. Here's how the new approach works.
Everything we need to know about winning new business may have been written many centuries ago—by Sun Tzu in his classic The Art of War.
Financial products are more sophisticated than they used to be—and so are high-net-worth clients. Relying on old-school sales tactics could be a disservice to you and your prospects. These five updated strategies can help you better communicate with—and persuade—wealthy investors.
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