Advisors are always on the lookout for new client prospecting ideas; ideally, ones that shorten the cultivation process, cut out the pain of rejection and close the deal more quickly. However, to make your prospecting efforts more successful, you may need the latest idea from the most recent conference you attended but rather some clear organization around what you are already doing to make your prospecting efforts more successful.
Follow these four steps to take your prospecting to a deeper level.
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