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Thank you for taking the time to share your experience! It is wonderful to hear about your positive and supportive work environment. There are various paths to build a client base. Our RBG program connects Financial Professionals to employers who have selected us as a product provider and includes people who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments. This opportunity gives our Financial Professionals immediate access to prospects and people needing help. As your relationships with these individuals grow, you’ll be able to work with them in other areas of their personal wealth needs.
We have advisors serving niche markets and appreciate the suggestion to incorporate a framework to find these markets. We will pass the idea on to our training curriculum team!