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What Every CMO Should Know Before Handing a Prospect to an Advisor
Behavioral Intelligence Brief Marla Sofer 17/08/2026 Behavioral Intelligence Brief Marla Sofer 17/08/2026

What Every CMO Should Know Before Handing a Prospect to an Advisor

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The Hidden Cost of Starting Every Client Conversation From Zero
Behavioral Intelligence Brief Marla Sofer 18/07/2026 Behavioral Intelligence Brief Marla Sofer 18/07/2026

The Hidden Cost of Starting Every Client Conversation From Zero

Why do so many advisor discovery meetings feel repetitive? This Behavioral Intelligence Brief explores how behavioral discovery helps advisors understand what matters most before the first meeting, leading to better conversations and stronger client relationships.

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