EPISODE · Oct 1, 2021
Case Study: Beating the Competition!
from The Advisor Arena · host Jaime Malm
This is our first case study episode, but if you like it, more to come! We are sharing a specific case this week in which one of our advisors found himself in a competitive situation with another agent. Spoiler alert: Our advisor won the 2 million dollar client AND got a 1 million dollar referral. Find out why!
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Case Study: Beating the Competition!
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