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In order to gain the most referrals, it is no longer enough to just cultivate a niche.
January 5 -
As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.
January 4
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Doing something an advisor loves can bring in more clients than a slew of promotional meetings.
January 3
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Don’t forget the process of connecting on a holistic basis.
January 2
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Advisors who differentiate themselves may land business as a byproduct of their unique approach.
January 1
