According to a recent study, only 20 percent of advisors’ clients have a financial plan1 . As an advisor, you have an enormous opportunity to find new prospects and convert them to clients. Sifting through this huge audience can be overwhelming. But your prospects can be easily identified, qualified, and reached. Identify a targeted market Who do you...Image may be NSFW.
Clik here to view.
Clik here to view.
