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2020 sales & marketing tips: Grow your book of business

Whatever position you're currently in, it's always prudent to have one eye on expanding your book of business.

By BenefitsPRO Editors | February 04, 2020 at 10:40 AM
Notebook with Homework list (Photo: Shutterstock)

Are you an up-and-coming advisor with the goal of expanding your list of clients in 2020? Or maybe you’ve recently lost a big account and looking to fill the void?

Even if you’re feeling pretty good about your current roster of clients, and they’re feeling pretty good about you, you can never be sure what tomorrow will bring. What if their business suddenly closes its doors, or another broker swoops in and breaks up the solid relationship you thought you had?

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