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Estimated reading time: 0 minutes, 18 seconds

How Spouses Can Help Advisors Find Clients

Saturday, May 03 2014

News Roundup

Written by PFA News

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Advisors’ spouses can help with finding new clients by knowing how to best answer questions about their significant other’s vocation and by developing other skills, such as understanding industry jargon. So reports Advisor.CA.

Spouses of advisors should also know when to yield the floor to their significant others when prospects may be present.

Read the full article from Advisor.CA.

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