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And another one bites the dust
Best technology to use that LPL has?
best resources for brushing up on excel?
Has anyone set up a template follow-up email?
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The only good coi I have is a CPA who is also a client. I have referred ,any to her and she has to me as well.
1. Yes, by not being weird about it.2. 53. They don't have more rich friends looking for advisors.
I built a script (26 yrs ago)that begins with a client, any good client, and ends with a CPA (or 3) that feed(s) me referrals every month. It seems 2 or 3 CPA's keep me full enough to be busy. Your results may vary.
Yes, well over 50 million new sum per year from coi sources. It works.