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Before advisors can achieve growth, they first must understand the role necessary to create success for themselves. Learn the importance of being both a giver and a taker, and how these two personality types can create a healthy, motivated and productive environment for your success. By moving toward change and embracing help from others, a generous mindset can reap great rewards.  

Prospecting in traditional ways has been widely used by financial planners around the world. Prospects are getting resistant to these similar approaches, to the point where it is difficult to even get a prospect in for an appointment, especially high-net-worth prospects. Lim Yee Von illustrates a new way of prospecting that will not only get you appointments from your prospect easily, but also attract prospects to open up to your financial advice.