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Using Stories to Connect with Clients and Prospects

Barron's Advisor

00:00

The Sequence Is Really Important

Preston: You can't simply turn around and share your factual understanding of this situation with the client. No one's going to listen to a spewing of information if they haven't been heard first, he says. Preston: When the story is shared, it's almost like a cleanse. And once they're open to receive a new story, then they're going to interpret the situation differently.

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