The Elite Financial Advisor Podcast With Sten Morgan

49. Stop waiting for prospects to find you: Targeting Strategies


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When you use targeting strategies well, you'll identify leads more easily and get into planning conversations more quickly. There are dozens of targeting strategies, and your COI network is the best place to find them. In this episode we outline what a targeting strategy is and how you can use it to increase your book of business faster than you think.  

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The Elite Financial Advisor Podcast With Sten MorganBy Sten Morgan

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