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    Good Execution Trumps Good Strategy

    One of my favorite quotes by Seth Godin is: “Waiting for perfect is never as smart as making progress.” My least favorite quote from more than one financial advisor is: “It worked so well we stopped doing it.”

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    Topics: advisors, Financial, for, ideas, strategy, Marketing, Sales Ideas

    Don't Miss The Boat Referral Strategy

    One of the most successful strategies for giving clients a reason to immediately refer is an event we call, “Don’t Miss the Boat.” It’s similar to a client appreciation event, but the only people invited are those clients that have already referred others to your firm.

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    Topics: Advisor, Financial, strategy, Marketing