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Client Letters

The Retirement Prospects System

Proven Lead Source

Retirement Prospects's program is fantastic, and has done wonders for my business. It has provided me with a proven lead source that works, where the prospects are interested in finding out more when I call. This enables me to set-up appointments with minimal resistance versus a cold call. I highly recommend [Retirement Prospects]'s system to anyone looking to increase their production and make more money. Thanks a million.

- Barney C., Fremont, CA

Winning financial advisors try every lead source that seems reasonable. If it doesn't work, they might lose a few hundred dollars. But from the lead sources that work, they can make millions. Unsuccessful advisors, on the other hand, have such tremendous skepticism and are so timid about investing in their business, most every opportunity passes them by. Barney is the successful type of advisor. search terms: lead source

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Client Confidentiality

Client confidentiality is the principle that an institution or individual should not reveal information about their clients to a third party without the consent of the client or a clear legal reason. Retirement Prospects respects this right of our clients, and will never give out personal contact information to a third party without express consent. Comments posted on this site are used with expressed consent, and agreement that personally identifiable information will not be divulged.

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