Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
The Perfect RIA
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How to Transfer Your Accounts Effectively
An advisor was frustrated that a client had never transferred over the chance for a little bit of assets. Jerry: If you do not ask, if you do not risk that, no, and put it out there why it's beneficial to the client, you sure as crap can't be irritated that they didn't follow your believed recommendation. "Unspoken expectations harm every relationship," he says.
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