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Does this describe you?  Working at home. A good internet connection. Time on your hands.  A desire to hit the ground running when you get back to the office.  The ability to press-gang one of your brilliant children into service. You want more clients, with significant assets, to fully take advantage of your range of investment and insurance products.  What can you do?

Let’s assume you wanted to assemble lists of people with different types of wealth.  Some people have it. Others earn it. Maybe they’ve got it but can’t touch it. Let’s look at how you can research these people in your local market.  Ideally, you would like to know where they live. Why? Because your current clients might be neighbors. You might be their neighbor!

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