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Perspective & Insight. Insightful Perspective.

December 17, 2018

Advisorbox Holiday Gift to Advisors and their Assistants:

No More Recruiting Cold Calls

After spending 15 years owning and operating wealth advisor recruiting and consulting centric firms, I am deeply appreciative of the opportunities the financial services industry has provided. I’m truly fortunate to work with advisors whose profession plays such a critical role in our society, and in the financial well-being of their clients.

Prospecting through recruiting cold calls has always been the foundation of our business development. Since 2003, my team has made over 2,000,000 outbound recruiting cold calls to advisors.

Top Advisors Can Get Tens of Thousands Recruiting Cold Calls Over Their Career

UBS Non-Solicitation U-Turn

Tips on Writing Holiday Card Notes to Grieving Clients

Wealth Managers Amongst the Lowest Risk Professionals for Lenders

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