Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl platforms like LinkedIn, Pitchbook or ZoomInfo in hopes of landing a meeting, which may or may not convert. Eden […]
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Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl platforms like LinkedIn, Pitchbook or ZoomInfo in hopes of landing a meeting, which may or may not convert. Eden […]
© 2024 TechCrunch. All rights reserved. For personal use only.
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