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Most successful entrepreneurs have well-thought-out and clearly articulated strategies for building their business. A good business strategy helps advisors improve sales, become more valuable to their clients, boost productivity and achieve the success they desire. Trainor, founder, president and CEO of The Covenant Group, addresses how to develop and implement a business strategy that fits you and leads to peak performance.

What’s the difference between a referral and an introduction? One may be preferred by clients and a more effective, easier way to meet new clients, according to Norm Trainor, who works with high-performing advisors.