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Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professionalservice providers and instead simply leverage their time to be even more efficient. For which industry-specific providers are building the entire advisor-CRM-integrated workflow.
Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.
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