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In here, you'll find articles for Financial Advisors to learn proven strategies, tactics and mindset shifts to generate referrals/leads CONSISTENTLY. If your vibe is #worklessmakemore, then you're in the right spot. Make sure to check back regularly for new content, and subscribe to the Newsletter on LinkedIn.

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Stop taking "joint work down" meetings (the reason will surprise you) #businessowner #businesstips #financialadvisor #prospectingtips Jul 11, 2023

Okay, check in.

Are you currently taking joint work "down" meetings?

And by "Joint Work Down", I mean...

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