Essential for financial advisors to get a steady stream of new affluent clients from centers of influence is developing a deep understanding of their businesses and circumstances. The Assessment Instrument, composed of five sections, is a very effective way to develop the requisite understanding.
from Forbes Real Time https://www.forbes.com/sites/russalanprince/2017/10/06/the-optimal-way-financial-advisors-can-profile-other-professionals-and-garner-wealthy-referrals/
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