33. Why are his planning prospects saying No?
The Elite Financial Advisor Podcast With Sten Morgan
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Introduction
Becoming and Elite Financial Advisor podcast helps financial professionals like you recognize and reach your potential faster. We're sharing a conversation that Sen. and I had about one of the members of our Elite Advisor Network. He's been doing paid planning and his team is growing as a result, which is great. But lately, he's been struggling with closing clients that he presents plans to.
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