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10 Office Parkway

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Pittsford, NY  14534

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Entries in Attracting Referrals (2)

Friday
Apr052013

What We Can Learn From JetBlue About Attracting Clients

In a sea of generally dismal service in its industry, JetBlue stands out. And there is a lesson in that for financial advisors.

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Friday
Apr062012

A Clear and Unique Value is Critical Because Everyone Wants to Eat Your Lunch

Financial advisors are facing more competition from more directions than ever. With so much choice, there are more reasons now than at any point in the past why you must represent something specific your target clients want if you hope to attract referrals.

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