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Tag Archives: Academy

The ‘password’ to turn more referrals into meetings

Posted on March 29, 2023 by Monty George

When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people...

Posted in Marketing | Tagged Academy, client communication, communication, referrals | 1 Comment

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The ‘password’ to turn more referrals into meetings

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