
By
Jay Love
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Your research can take other avenues, which also pay dividends, as you build the relationship. It could research about more than financial assets. Finding information from your contact source about the prospect’s personal opinions and passions is invaluable. If you can add other such key information about family situations and needs, which in many cases can only be uncovered via other personal relationships, then you are fully prepared to start and build a strong relationship.
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