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9 Ways to Make Introductions Happen
95% of RIAs say that introductions from their current clients are very important in sourcing new clients, according to CEG Worldwide, a global training, research and consulting firm for advisors.

Yet too many advisors do not regularly reach out to their clients to ask for these crucial introductions.

Here are 9 ways to getting more high-quality introductions from your current client base.

Source: John J. Bowen Jr., founder and CEO, CEG Worldwide


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