Elementality for Financial Advisors | Elements Financial Vitals System™

4 Data Gathering Tips For Prospecting [202]

Feb 13, 2025
Discover how to make data gathering a more pleasant experience for potential clients. Learn why encouraging less precision can ease their anxiety. Find out how a short video can demystify the process. Explore the clever concept of the 'trojan horse' in data collection. Understand the importance of asking for less upfront to foster trust and comfort. Transforming this often dreaded stage into a positive interaction is key to building strong client relationships.
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