Case Study: Beating the Competition! episode artwork

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!

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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This episode was published on October 1, 2021.

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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...

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