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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
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Few salespeople look forward to making cold calls. Here are 4 things to remember the next time you pick up the phone.
The secret is in the voicemail message.
Do you think cold calling advertizes the fact that you need business, thereby weakening your position?