How to “replicate” your firm’s 10 best clients

by by Katie Kuehner-Hebert | Nov 15, 2017

Replicators have a prominent place in science fiction lore—but the concept can also help financial advisors repeatedly find the best clients for their practice.

https://www.trustamerica.com/sites/default/files/assets/files/1aa7e3edec40372ef30b5805dfb2aa9d/Proactive%20Advisor%20Press%20Release-Replicate%2010%20Best_VER2.pdf

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