How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Share Your Vision
2021-12-21 • 2 minute read

We’ve all heard the concept that you are only as good as your weakest link. And, when it comes to the knowledge-for-profit practice of Financial Advisors, those servicing your clients have a profound impact on how your clients perceive you and your entire practice. So, if everyone on your team isn’t totally on board and motivated to help you achieve your vision, then you aren’t fully maximizing your team...

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