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Using Stories to Connect with Clients and Prospects

Barron's Advisor

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What Are the Different Types of Stories?

The skill comes in, I think on the part of the advisor is knowing when to utilize certain tools and techniques. Some of the best ways in order to do this is to swap stories. How do you know when someone is empathizing or creating a vulnerable environment? You just have to feel it. This is the human element. So many people want so much rigidness in things. It's like, okay, empirically prove this to me. You know, what is this human side? You're human being. You know it. You just do. Not everything has to be sad about money or trauma driven. The stories that I mentioned, you know, connective, trust, empath

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