Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
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Are You Talking to a Financial Professional About This?
Roxanne Jones: I'm fascinated by this framing of triggers. Can you talk just a little bit more about just what are triggers? How do I think about triggers? She says it's almost like any sort of life event that might wind somebody up sitting in an advisor's office. Jones: We've kind of created this impression for a lot of investors out there that, you know, you don't need an advisor until you have something to worry about.
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