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Five tips for snagging the wealthy

What if I were to tell you that my firm had empirical data that clearly highlight a basic fact: Attracting affluent individuals is actually quite simple. I know, it's hard to believe.

What if I were to tell you that my firm had empirical data that clearly highlight a basic fact: Attracting affluent individuals is actually quite simple. I know, it's hard to believe. But hold on — by “simple,” I didn't mean easy.

The majority of financial advisers are out

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