A Question For All CFPs, RIAs, & FAs – what would make your practice more stress free and fun… more productive and efficient too?

“THE ANSWER”. A constant stream of warm, quality 1st Appointments personally introduced to you and endorsed by the grateful, friendly, quality clients in your client book – for the remainder of your career.

We have interviewed countless numbers of Advisors over the years and not one Advisor gave us “the answer”.

We heard responses like dinner seminars, educational workshops, lead groups, free reports, community networking, Facebook, Google, newspaper articles, cold calling, direct mail, newspaper and magazine ads, buying preset appointments, buying leads, enhanced web design and LinkedIn.

However, upon discussion and reflection, Advisors agreed that their answer really didn’t the question. In addition, they felt the responses above didn’t answer the question either.

Most Advisors said something like, “of course I’d want “the answer” but it’s not real. It’s a pie in the sky answer.”

But, if it’s not pie in the sky, isn’t it worth talking about?

Isn’t it a conversation worth having?

If you can dream it, you can do it!

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