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Summary: I receive a lot of emails from firms and producers with less than $1.2M in revenue, so I am going to use this blog to speak to all of you. It’s very common among independent advisory firms nearing that revenue level to see their growth slow dramatically.
 We find that when advisors and their firms start using an effective sales pitch their referral rates go up, their close ratios go up and their client retention goes up. Oh, and their employee turnover goes down. Their firms start to grow again—dramatically."Angie Herbers, Founder, Angie Herbers LLC
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