Secrets of Successful Advisors℠ with Ken Haman cover image

A 6-Step Model to Turn Client Trust into Action in a Down Market

Secrets of Successful Advisors℠ with Ken Haman

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Turning Client Trust Into Action in a Down Market

This chapter introduces a 6-step model to address the issue of hesitant clients in uncertain market conditions, emphasizing the importance of guiding clients through understanding their situation and proposing solutions to protect their portfolio.

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