Leading With Lending And The $50 Million Question

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Advisor Talk

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What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firm’s assets and revenue to serving as a client retention tool, Elite Consulting Partners CEO Frank LaRosa outlines the ways in which lending can be utilized in the asset gathering mix to contribute to overall firm success.

 

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