Elementality for Financial Advisors | Elements Financial Vitals System™ How To Structure The Perfect 30-Min Consultation [182]
Sep 12, 2024
Discover how to transform a quick consultation into a valuable experience for clients. Learn a three-phase approach: uncovering essential client information, orienting discussions to ensure mutual understanding, and directing clients toward actionable steps. The discussion highlights parallels between financial advice and best practices from the medical field, emphasizing the necessity of validated information. Gain insights into streamlining client interactions and addressing diverse needs effectively!
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