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Use your age as an asset when prospecting – no matter what age you are

As you get closer to retirement, you learn that, when you're meeting with a new client, your age can become a little tricky.

When it comes to acquiring new clients, whatever your age is, use it as a selling point.

Last month I was at Schwab’s event in San Francisco, speaking with a group of industry veterans. One asked me how my practice became successful.

I replied that I had been 25 years old in the fall of 1991

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