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July 2, 2013

The Twilight Zone

by The 401k Study Group ®

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Imagine you work in St. Louis and your client opens a new location in San Diego and he plans to relocate.  The client has been one of your best sources of referrals for years.  He is the type of client you wish you could clone.  How do you keep the pipeline open?  How (or should) you expand your practice to that part of the country?

Well imagine you live in a world where technology allows you to bridge the gap?  Imagine tools that could help you educate, and connect without physically being in San Diego.  Are we really living in The Twilight Zone.  No.  We are living in the present.

In a recent interview with The PT Services Group we touched on how PT is assisting advisors in expanding their geographical reach with technology and outbound services.  It is happening now.

If you interested in how you can pursue expansion by using technology take a few minutes and read the blog post here .

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