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StreetSavvyMarketer
Asking for business
We’re a small private wealth management shop. Our growth has been slow, but steady. Our minimums are in the neighborhood of $2.5 million and we have a great reputation. One of our younger partners recently suggested that we call our best clients and ask each for referrals. Half the partners like the idea, the other half are in open revolt and are afraid it will hurt our brand. Tell us O Wise One, what say you?