The Importance of Personal Influence

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Word-of-mouth influence is one of the strongest drivers of personal introductions between clients and advisors. Hear our Insights Panel discuss how advisors can connect with a client’s social network and get introduced. Contributing are Matt Oechsli, advisor champion and CEO of The Oechsli Institute, Jeb Blount, prospecting expert and author of Fanatical Prospecting, and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.





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