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If you identified a need and saw a way you might help, would you walk away because you didn’t like the person? You need a strategy. (Photo: Shutterstock)

“I only do business with people I like.” How advisors love to say that! But the reality is different. Newer advisors have numbers to hit. Good advisors rarely if ever leave money on the table. Put another way, if you identified a need and saw a way you might help, would you walk away because you didn’t like the person? To help you help them, you need a strategy.

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