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Article Date: 09/14/2016

Cold-Calling Can Lead to a Long-Term Relationship

Cold-calling is a fishing expedition. It’s dialing someone’s number, or sending an e-mail, without being asked to do so in an attempt to sell a good or service.
And for some financial advisors, it works.
Approximately 50 percent of investor-advisor relationships begin with a referral from a friend or family member of the ... Log in to view full article.


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