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    Featured in Advisor Today | More from the Current Issue of AT | AT Asks!
Featured in Advisor Today

The ideas expressed in this article will help you confront your fears about prospecting and keep you laser-focused on this important task. Read more...

More from the Current Issue of AT

Rather than using generic messaging while prospecting, do your homework, know your target market, and do the research necessary to personalize your message. Read more...

Being blunt eliminates unfounded client expectations and positions you as an honest advisor who delivers on his promise. Read more...

AT Asks!

How has your practice changed since COVID-19?

  • Using more video conferences with clients
  • Relying more on social media to attract and retain clients
  • Turning client events into webinars
  • Investigating new technologies to help manage my practice

To respond, go to