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How To Learn From Other Industries...

Dean Jackson 1 min read

Just read about an article published in the January issue of Investment Advisor magazine several points in an article called Stepping Up - How the best advisors take their firms to the next level jumped off the page.

Compared to the market as a whole, firms that dominated their market:

  • Are 60% more likely to have annual sales goals

  • Are twice as likely to use business development specialists

  • Are 30% more likely to proactively seek referrals

  • Secure one-third more clients through strategic partners

  • Are three times more likely to have formal agreements with referral partners

Are you doing all of these - any of these?

Interesting to think about...

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