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The one thing most advisors “forget” that loses them the most business

When it comes to making our next sale, there are essentially three ways to go about it: Selling our services to new clients Selling more to existing clients Selling to clients who were referred by current clients Selling our services to new clientsĀ is by far the most the most demanding, the most difficult and to many people the most frustrating experience. It takes a lot of no's to get to a yes, and no matter how skilled we are, we will never...