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Your Best Client is Their Best Prospect

At Legacy, we believe the relationship is the one thing that cannot be commoditized.

We all work in the relationship business, but oftentimes we all take for granted the strategy behind building relationships.

Meanwhile, your best client is the next advisor’s best prospect – which opens the opportunity for someone to poke holes in your work or even worse, take all your hard work over.

Avoid this once and for all in this brief 30-minute session.

Mar 14, 2023 01:00 PM in Eastern Time (US and Canada)