33. Why are his planning prospects saying No?
The Elite Financial Advisor Podcast With Sten Morgan
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How to Get Pre-Retirees to Convert to Planning and Consulting
The first question 90% of the time is, what do I do with my current clients? Can I go back to them and ask them if they want to do planning? So step one is for advisors that are converting to planning, planning and consulting will usually be different clients than you've talked to in the past. That's a big, that's the most uncomfortable part because it's from talking to advisors.
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