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Looking for Prospects in All the Right Places

Networking events, social media and speaking engagements—these are a few of the sources with prospects for a thriving practice.
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Three Ways to Hold on to Your Clients

The financial-services business is a balancing act. You must spend a good portion of your time marketing, selling and processing paperwork for new clients while also spending time on retaining your old clients. As you are mining the field for new clients, you should not forget your old ones. Use..

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