Webinar

Lessons Learned:

Reignighting Growth by Focusing on the Fundementals

 

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Cure shiny object syndrome

When it comes to growth for advisors, podcasts, books, and becoming an influencer might be tempting, but the basics are the real magic ingredient. Find out how our Fundamental 50 Challenge participants reignited growth by focusing on the basics.

  • Revisit “abandoned” opportunities.
  • Replicate your best clients.
  • Use your hobbies to prospect.
  • Engage and build relationships with COIs.
 
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