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Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains?

Find out in this week’s episode as Jack Martin explores the path to hyper-growth for financial advisors. Tune in as Jack talks about leveraging both technology and the “human” touch to achieve long-term growth and scalability.

Jack discusses:

  • What differentiates hyper-growth advisors from slow-growth or no-growth advisors
  • How to get better at generating and converting leads (a step-by-step breakdown)
  • Underused tools and strategies for effective client relationship management
  • What causes clients to change advisors
  • And more!

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