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Secrets of Successful Advisors℠ with Ken Haman cover image

A 6-Step Model to Turn Client Trust into Action in a Down Market

Secrets of Successful Advisors℠ with Ken Haman

NOTE

Starting Conversations in Challenging Conditions

In challenging conditions, clients who would have previously agreed to anything are now hesitant and indecisive. Advisors need to start conversations by introducing compelling reasons for taking action, expressing concern about potential problems that could negatively affect the client, and suggesting a course of action.

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