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Throwback: Show Me The Beef! [Episode 250]
The Perfect RIA
How to Bring Up Your Strategy for Social Security
It is crucial to assess if questions or statements benefit the client in discussions about Social Security. By observing body language and responses, one can gauge if further discussion is necessary or if the client has already made a firm decision. When addressing a client's strategy that may not be suitable, it is important to approach the topic with respect and diplomacy. Offering a different perspective or gently challenging their current strategy can help guide the conversation towards a more beneficial solution.
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