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The Demise of Prospecting

Referrals are down, or at least that's what a recent report is suggesting. Why?


Kirk and Matt get into the dirt with advisor prospecting. Advisors are at a critical stage of their careers and practice maturity; how to attract ideal prospects , be more profitable and have more fun. Kirk and Matt redefine what a "referral" is, the mindset needed to inspire and attract, and tactics you can use to get more.

Related: Advisors: 5 Things That Are Killing Your Marketing