CHAIRMAN'S COUNCIL

CHAIRMAN'S COUNCIL

ADVISERS INTELLIGENCE

Why He Deliberately Turns Away 60% of Prospects

The $5M Advisor’s Secret

Oct 27, 2025
∙ Paid
Accomplished Financial Advisor

Last November, I watched a $5.2M advisor do something that would make most branch managers reach for their blood pressure medication. A prospect walked into his office …

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