About
Articles by Laura
Contributions
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You're facing a surge in potential clients. How do you decide which leads to prioritize for follow-up?
While analyzing data and scoring is crucial for prioritizing high-value leads, I find that relationships drive real business growth! The best clients aren’t always the biggest accounts - they’re often the ones who refer, advocate, and create opportunities beyond the numbers. Being strategic about connection ensures that every lead, whether a direct client or a referral source, contributes to long-term success. Because in business, there's an art & a science to growth, not just pure data - it's important to keep the human element in the equation and when you do there will be a return on relationship or a return on connection!
Activity
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🌸 Satisfied Female Clients Refer Up to 20x More Than Happy Male Clients Mother’s Day is May 11, yet many advisors overlook moments like this to…
🌸 Satisfied Female Clients Refer Up to 20x More Than Happy Male Clients Mother’s Day is May 11, yet many advisors overlook moments like this to…
Shared by Laura Virili
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If your presentation matters, your practice should match. I’m coaching a global company right now. Great brand, strong reputation. They asked me…
If your presentation matters, your practice should match. I’m coaching a global company right now. Great brand, strong reputation. They asked me…
Liked by Laura Virili
Experience & Education
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Virili Media, LLC
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Licenses & Certifications
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FINRA Series 7 - General Securities Representative
Financial Industry Regulatory Authority (FINRA)
Issued -
FINRA Series 6 - Investment Company & Variable Contracts
FINRA (Financial Industry Regulatory Authority)
Issued -
Volunteer Experience
Publications
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A Guide to the Recruiting Conundrum
Self
The job of seeking out and hiring seasoned advisors has never been more challenging. This book, aimed at managers, is a comprehensive guide to winning more recruits using a consistent, proven approach.
Learn how to carve out more time for your recruiting efforts, explore ways to enhance your social media presence, and discover methods for filling and managing your recruiting pipeline. In addition, find out how to formulate a compelling message, overcome obstacles, and develop a disciplined…The job of seeking out and hiring seasoned advisors has never been more challenging. This book, aimed at managers, is a comprehensive guide to winning more recruits using a consistent, proven approach.
Learn how to carve out more time for your recruiting efforts, explore ways to enhance your social media presence, and discover methods for filling and managing your recruiting pipeline. In addition, find out how to formulate a compelling message, overcome obstacles, and develop a disciplined process that will keep you at the top of your game.Other authors -
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