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Want Someone Like Me as Your Client?

Here’s what your competitors are doing.
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You may be surprised at how often I get pitches from advisors wanting me as a new client. If you include email pitches, it’s maybe five times a day, almost every day of the year. So, how do you stand out from your thousands of competitors? How do you catch the attention of a potential high-net-worth (HNW) client?

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