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Revolutionizing the Prospect Process
Prospecting is an important part of the sales process as it helps develop your pipeline of potential clients. Prospecting, done right, helps to position you as a trusted advisor.

Within this session, we will discuss why a clearly defined prospect process is necessary in today's crowded advisor marketplace. In addition, we will share with you a framework to successfully shepherd prospects through. Finally, we will share a number of resources to support your prospecting efforts.

Aug 18, 2022 04:00 PM in Eastern Time (US and Canada)

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