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The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.
In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition.
In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
