 It makes a lot of sense for advisers to look at their own interests, clubs they may belong to, charities they are part of, anywhere that they have an affiliation."Libby Dubick, president, Dubick & Associates. |
How to attract prospects who are right under your nose
Liz Skinner | InvestmentNews, February 2014
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Summary: Financial advisers looking for new ways to find clients should consider whether the “look right under your nose” approach that's worked for a couple successful advisers would work for them, too.
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