Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions
Nerd's Eye View
MARCH 18, 2024
Soft asstets are talent, interst, and skills that are not directly related to one's professional field. And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts.
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