I must talk to references
So we decided it wasn’t a good idea to bother our clients just like we won’t irritate you. Would you get irritated if you were getting 15 calls a week from us giving out your number to other advisors?
Here’s what we did. We asked advisors to call us to tell us about their experience, we asked permission to record their comments so we could share them with others.
we have documented many dozens of these here:
https://retirementprospects.com/financial-leads-comments/
If advisor rejects that, add:
“There is a second reason advisors have requested privacy. Some of them do not follow their firm’s compliance procedures. They do not want their information made public and given to other advisors.” For these reasons, we have simply asked advisors for their permission to share their comments with you.at this link https://retirementprospects.com/financial-leads-comments/
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