Our work in appointment setting gives us a unique perspective on advisors' businesses.

We get to see a dynamic range of styles, approaches, and specializations as advisors from around the country engage us to help them grow their businesses. While seeing what differs from advisor to advisor is interesting, the commonalities can be even more insightful.

For example, we typically see that advisors — regardless of their location or target market — have the same blind spot, and that blind spot is lurking inside of their businesses, right under their noses.

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