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Win the Wallet—Smart Ways to Manage More of Your Clients’ Wealth – Episode 53
Manage episode 514967989 series 3518816
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Growing your financial advisory practice doesn’t need to mean adding more clients. Instead, business growth can start with what’s right in front of you: your current clients—retaining them and attracting additional assets from them.
Most financial advisors manage only a portion of what their clients have. And when life throws trigger events at your clients—a business exit, inheritance, market shocks and the like—those assets can suddenly be in play. The question is, are those assets going to move away from you, or are you going to capitalize on the opportunity and capture those assets?
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