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Don Connelly 24/7

From the blog

Conducting Client Research to Boost Prospecting Results
How to Turn Data Collection into a Process Your Clients Will Appreciate
Goal Setting: Not Just About the Numbers. It’s About Emotional Connections.
How to Get the Most out of the Client Data-Gathering Process
Clients not Giving You Referrals? Here’s Why That May Be
Winning the “Why Do I Need a Financial Advisor” Argument
For Highly Ambitious Advisors, Influence + Credibility = Thought Leadership

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941.346.1166
941.847.1066
info@DonConnelly.com
www.DonConnelly.com

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