When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
Kitces and Carl - Real Talk for Real Financial Advisors
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Understanding the 'Soft No' and Responding
Defines the soft no scenario, recommends believing prospects, staying generous, and using proactive, helpful follow-up (custom recaps, targeted articles, occasional invites) instead of pushy sales tactics.
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