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EKG heart waves with dollar sign Are your prospecting efforts robust or do you need the defibrillator paddles and the paramedics? (Photo: Shutterstock)

Sales is a big part of your job description.  You need to keep the pipeline filled.  Not all financial professionals are alike. Some sell benefit plans to businesses, others insurance.  Some work with mom-and-pop businesses.  And almost everyone wants a piece of the wealth management pie.  Everyone needs prospects.  Where will you find them?

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