How did this proadvisor build a waiting list of clients?

Excerpt from Insightful Accountantwaiting list - Ingrid Edstrom

I know what you’re thinking… the very thought of a ‘waiting list’ is bizarre. Shouldn’t you always take the work? Is that how you grow…never say ‘no’ to any prospect? In our interview with Ingrid Edstrom, a Firm of the Future advisor, we asked her how (or perhaps more importantly… WHY) she has a client waiting list.

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