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WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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Have you heard of discovery data? As far as finding prospects, it's a great way to find new prospects.
No, I'll definitely check it out though. Thanks!
you got it
Have you done any cold calling? What about educational seminars?
I've done cold calling with business owners (law practices, small healthcare practices, etc) with little success. I haven't really considered seminars as the senior advisors on my team have told me they haven't found success doing those either but I think it's definitely a path to explore.
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