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Have you wondered how to get your prospects more engaged in your practice? Jones suggests leveraging the advocacy of your existing clients by seeking out their insight in a client advisory board to discover new ways to elevate the client experience, leading to increased productivity. 

A challenge for many financial professionals is how to leverage the valuable resource of prospects to increasing the productivity and growth of your firm. In this session, Jones shares techniques and tips you can employ to raise the level of commitment of your prospects, turning them into outstanding advocates and possibly team members for your practice.