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Make The Most of The End of Year Client Review:  It’s All About The Year to Come.

Make The Most of The End of Year Client Review

Advisors should use an end-of-year client review as an opportunity for showing value with a view to future sales. It is important not to allow it to become a box-checking exercise. It is a chance to remind clients of all your achievements over the year, and how you can take them forward in 2023. To make the most of the exposure, however, it is fundamental to formulate a meeting plan. 

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Unkefer Lead Systems

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The Federal Lead System

Federal employees are an underserved group in the financial services and retirement space. We show you how to take full advantage!

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Annuity Selling Machine

Discover how "pre-sold" 401k appointments will help you close $500,000 in new annuity premium each month.