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From the July 2010 issue of Investment Advisor • Subscribe!

What's an Advocate?

Sidebar to The High-Performance Coach "The Five Myths of Professional Networks"

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July 1, 2010 • Reprints

At ClientWise, our research shows us that advisors gain leverage by using professional advocates to get client introductions. But what is a "professional advocate?" We define the phrase as a business professional--for example, a realtor, an insurance agent, a CPA, or an attorney-- who understands and appreciates what you do, is able to articulate what differentiates you from others in your field, and is actively engaged in partnering with you to serve clients.

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