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A LESSON
TWICE LEARNED
Shortly after Adam
Sachs struck out on his own as a financial services
professional, he learned the importance of his
career to families. That lesson is at the heart
of his business. |
CONVERTING
PROSPECTS INTO CLIENTS AND CLIENTS INTO PROSPECTS
Gregory Gagne didn’t
like the idea of asking for referrals. Instead,
he found ways to get dozens of referrals every
week without asking for them, and now he’s
sharing those methods with you.
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SUCCESS IN A SMALL TOWN
No big-city blues, here.
Find out how John Kinkopf’s path to success
led him to Loudonville, Ohio, a quiet, main-street
town halfway between Columbus and Cleveland.
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THE
GIVE-GET RATIO
It may be better to
give than to receive, but when you’re an
advisor, it can be hard to manage the ratio between
listening to your clients and giving them information.
Linda Richardson has tips for getting the balance
right. |
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