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#116: How to Boost Your Sales (Without Being a Pushy Salesperson)

Business Made Simple Podcast

Negative Stakes: How to Address Your Retirement Worries with a Financial Advisor

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  • The listener should have a conversation with their spouse about their retirement finances in order to clarify their concerns and create a plan together.
  • The listener should also assess their risk tolerance and look at their portfolio to see if they are at a high risk of not having enough money for retirement.
  • If the listener wants to work with the financial advisor, they should enter into a relationship and agree to a plan together.

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