Do It Yourself Financial Plan : For Financial Advisors: A Little Used Marketing Tool With Outsized Advantages

Do It Yourself Financial Plan Do It Yourself Financial Plan Michael Port in “Book Yourself Solid” recommends an “Always-Have-Something-To Invite-People-To offer.” Do It Yourself Financial Plan In my opinion this strategy is so effective for financial advisors because it melts negatives likes these: — Prospects may know next to nothing about you and need to ease…

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