8 ways financial advisors can make a great first impression

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8 ways financial advisors can make a great first impression (InvestmentNews)
One of the most important parts of a financial adviser's job is getting new clients. And when trying to get new clients, it behooves advisors to make a great first impression.
As such, InvestmentNews asked successful planners what other advisors can do to stand out in a first meeting. Among the respo