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Throwback: Show Me The Beef! [Episode 250]

The Perfect RIA

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Delivering Value Through Effective Prospect Meetings

This chapter emphasizes the importance of real-time feedback and non-verbal cues during prospect interactions, highlighting the significance of delivering value and listening attentively to meet the prospect's needs. The speakers discuss strategies for leading prospect meetings effectively, focusing on asking questions, setting expectations, and providing valuable advice transparently. It examines the importance of engaging clients in discussions related to estate planning and family matters to showcase the advisor's value and create a beneficial experience.

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