Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
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How Can You Help Me?
I have never once had an advisor come back to me and say a client took my head off because they can't believe how brazen I was to tell them what I do when they already pay me for it. The breadth of our services is the other one that usually creates huge gaps, even with existing clients. You don't always get framed as full comprehensive advisor. They think of you as their life insurance person. And if you if you help them with the 401k rollover, like you're their 401K rollover gal. Yes.
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