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Prospecting the Lehman Way

By Mark Elzweig March 14, 2017

Wildly gyrating equity markets have hammered the S&P 500, causing the worst start to a year since 2009. Clients’ nerves are frazzled as they have helplessly watched stocks head towards bear market territory.

But there’s one silver lining in the cloud of turbulent markets for financial advisors: Prospecting for new accounts just got easier.

Read more: Prospecting The Lehman Way

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