How to gather client details for financial planning?



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Sir
Your videos are extremely good , I would like to know if someone wants to gather client detail in his/her locality to make such data base.What is the best option to create such database. Please advise and guide me
Thanking you
Apurva

1 Answer(s)


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Thanks Apurva. The best way is to join your local association or civic bodies to network with people in the locality. Also you can host investor awarness sessions in your locality and attract potential clients.