Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.
The post Know Your Prospect (KYP): What’s in Their Portfolio and Why? appeared first on CFA Institute Enterprising Investor.
Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.
The post Know Your Prospect (KYP): What’s in Their Portfolio and Why? appeared first on CFA Institute Enterprising Investor.