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How to Go Downmarket More Effectively
The market of people needing answers to their financial questions is enormous. But what works for the top 1% does not work for everyone.
On this episode of Elementality, Reese and Carl look at the issues preventing advisors from going downmarket—and explain why there’s a need to rethink how to capture this massive market that’s looking for our help.
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By Jordan Haines, CFP®
4.8
3434 ratings
The market of people needing answers to their financial questions is enormous. But what works for the top 1% does not work for everyone.
On this episode of Elementality, Reese and Carl look at the issues preventing advisors from going downmarket—and explain why there’s a need to rethink how to capture this massive market that’s looking for our help.
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