One way financial advisers grow their business is by expanding their wallet share of clients’ existing assets. Drawing ideas from a financial adviser’s playbook, here are a few tactics agents can use.
Source: Inman News
4 growth strategies from a financial adviser’s playbook
Published in Agent, Brokerage, centers of influence, david friedman, financial adviser, Kofi Nartley, Lead Generation, real estate assets, residential real estate, Select, service and Wallet share
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