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Converting leads: having a mindset for success
The importance of having a mindset for success when contacting new client enquiries
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Adopting a successful contact strategy
A contact strategy is your plan for contacting potential clients.
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A day in the life of Lead Tech joint CEO Paul Walsh
Paul Walsh reveals his morning routine, love of reading and what he enjoys about being Lead Tech’s joint CEO.
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The challenges facing advisers
New client acquisition is one of the biggest challenges facing financial advisers, research carried out by Lead Tech has discovered.
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