If you’re a successful professional advisor — whether you’re a financial advisor, CPA, attorney, M&A professional, investment banker, consultant, or coach — you already know this truth: as your career advances, you want fewer, better clients, not more volume.
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Why You Need Fewer Prospects Than You Think…
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If you’re a successful professional advisor — whether you’re a financial advisor, CPA, attorney, M&A professional, investment banker, consultant, or coach — you already know this truth: as your career advances, you want fewer, better clients, not more volume.