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Understand How Investors Choose Advisors: 

Improve Your Odds of Attracting New Clients

Download this whitepaper based on the results of two national surveys of investors to learn:

  • How investors find advisors
  • Criteria they use to evaluate them
  • Why investors give referrals, and why they don't
  • Subjective vs. objective approaches to decision-making, and how to appeal to both
  • How to take control of the sales situation
  • and more!

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