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Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Financial Advisor Success

CHAPTER

How to Overcome Your Expectations and Sell More

My youngest son who went to SMU business school, he had been working for Oracle. He found the girl he was going to marry and moves to Houston. The guy comes to him and says, I'm sorry, but I don't like the way you're selling. "I use asset mark is my money manager," she said of her succession plan.

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