LOST OPPORTUNITY: MOST ADVISORS HAVE A GAPING HOLE IN PROSPECTING PROCESS

By Julia Littlechild via Iris.xyz Question. What percentage of prospects, who take the time to meet with you, become clients? I'm going to go out on a limb and guess that it's high. And while 'high' is a good thing, the question masks a real problem. There's a more important (and potentially uncomfortable) question I need to [...]

FoxBusiness.com (Date:09/17/2017 18:43) Read full article >>

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Julia: Julia is usually a woman's given name. It is a Latinate feminine form of the name Julius. Julius was a Roman family, derived from a founder Julus, the son of Aeneas and Creusa in Roman mythology, although the name's etymology may possibly derive from Greek "downy-[haired, bearded]"[citation needed