At ClientWise, our research shows us that advisors gain leverage by using professional advocates to get client introductions. But what is a "professional advocate?" We define the phrase as a business professional--for example, a realtor, an insurance agent, a CPA, or an attorney-- who understands and appreciates what you do, is able to articulate what differentiates you from others in your field, and is actively engaged in partnering with you to serve clients.
We have ours firmly in place, and we stand ready to assist you with your independent journey and succession plan.
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