Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Prospect Power Up: Answer Questions First

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

The Power of Answering Financial Questions

This chapter emphasizes the role of financial questions in business development and explores various strategies for answering them effectively. It highlights the value of using a scorecard and guiding clients towards a one-page plan. The importance of niche marketing and targeting common questions or problems is also discussed.

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