A 5-Minute Interaction That Boosted My Business

Jan 13, 2016 / By Ellen Rogin, CPA, CFP
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What’s Working Now: By shifting her attention away from traditional business-building goals like AUM, gross revenues, profit, and number of new clients, and instead focusing on the impact her practice was having on her clients, this advisor was able to grow her business by 39% during a down market.

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