As a financial advisor, what's your “perfect wave?” The plansponsor who will understand the value you provide, the individualwho desperately needs your advice or the business owner trying tocreate a succession plan? And just as important, how do you catchyour perfect wave?

Your pipeline is most likely built through referrals,networking, internal business partners and possibly some good,old-fashioned cold calling. But once you've created your pipeline,how do you turn those prospects into clients?

Here are two easy steps you can take today.

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