MORE TO EXPLORE
Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
Imagine yourself in this scenario: You've been in the business for a few years and you're successful. You own a great car, live in a nice neighborhood and take good vacations. You know plenty of people. They are friendly and genuinely like you. However, you rarely have been approached by any of these people to do business. What is holding them back? What can you do about it? There are logical reasons why friends aren't becoming clients yet. Some should be easy to address. Others should be avoided, if possible.
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