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    Stop Asking for Referrals and Start Asking for Introductions

    I remember as a shy fifth grader asking my friend Mark to tell the pretty girl that I wanted to take her to the grade school dance. Trying to close a ...

    The R Trifecta: Referrals, Retention, and Recurring Revenue

    Every day, we learn more and more about our advisor clients. After analyzing and interpreting client feedback and listening to their needs, we have ...