The Guest List: Dare to Mix It Up

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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.

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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.

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Don't underestimate the importance of building a large and diverse contact platform as part of your business plan. It increases your choices and sets you up for better servicing and an even greater number of qualified clients.