Six articles! How financial plans lead to business. How to get people talking. Why call clients now? More!
Six articles this week! How to draw people out. Why call your client immediately. How planning leads to business.
How Does a Financial Plan Lead to Business? BenefitsPro (3/22/21)
https://www.benefitspro.com/2021/03/22/how-does-a-financial-plan-lead-to-business/
Give to Get ThinkAdvisor (3/22/21)
https://www.thinkadvisor.com/2021/03/22/give-to-get/
14 Reasons to Call Your Client Now Advisorpedia (3/23/21)
https://www.advisorpedia.com/growth/14-reasons-to-call-your-client-now/
Lawyers, CPAs, Doctors and Advisors – Similar or Different Financial Advisor (3/22/21)
https://www.fa-mag.com/news/lawyers--cpas--doctors-and-advisors--similar-or-different-61045.html
7 Great Things to Talk About During Annual Reviews Wealth Professional (3/22/21)
Are You a Citizen of the World? AllThingsCruise (3/25/21)
https://allthingscruise.com/are-you-are-a-citizen-of-the-world/