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Stacking The Odds In Your Favor [Episode 207]
The Perfect RIA
How to Deliver Value in Prospect Meetings
"I was focused on the wrong thing. I was worried about being rejected or about this conversation, not going well," he says. "When it's thrown in your face that you failed to deliver it is really when we start to learn" He asks clients if they've ever met with a financial advisor before and gets some good intel from them.
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