You can’t answer potential customers’ questions from a billboard. The deeper the connection you can make in a conversation, the more the impact."
Taylor Gang, a CFP principal, Evensky & Katz
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Summary: Customer referrals, financial and non-financial events for clients and their friends, a visible media presence and involvement in community affairs are the best bets, experienced practitioners say.
You can’t answer potential customers’ questions from a billboard. The deeper the connection you can make in a conversation, the more the impact."
Taylor Gang, a CFP principal, Evensky & Katz
|
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