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If you're spending more on lead generation than staying in touch with existing clients, you're doing it backwards. One advisor spent 10K with Client Giant. Made 380K in new business... without asking for a single referral. How? Four strategic, FINRA-compliant touchpoints per year. No logos. No hard asks. No "just checking in" emails. Just consistent, emotional moments that make people feel good about working with you. Your best clients come from people who know you. But they're not referring bec
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