Elementality for Financial Advisors | Elements Financial Vitals System™

Prospect Power Up: Answer Questions First

Feb 6, 2024
Learn the power of answering financial questions to start conversations and build relationships. An analogy between financial planning and the medical industry is discussed. Addressing clients' acute problems first is key. Understanding the emotional side of the job is vital. Strategies for answering financial questions effectively and the importance of niche marketing are explored.
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