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by Christine Umpa Filed Under: Client Acquisition for Financial Advisors, Trusted Advisor Nation
Mark, a seasoned financial advisor with over 40 years of experience, particularly resonates with “frustrated veterans” in the industry. He discusses his disdain for traditional client acquisition methods, especially as an introvert, and shares his unique approach that focuses on building genuine relationships and utilizing storytelling to convey his expertise, ultimately leading to successful client engagement without traditional sales tactics.
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