How a Simple Visual Increased Client Engagement—And Closed a Few Prospects, Too!
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - November 20, 2017 18:54 - 8 minutes - 6.09 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Clients and prospects often don’t have a comprehensive understanding of the value advisors provide, so they may resist financial planning. To get their full buy-in, this advisor uses a great one-page graphic—and an informative monthly column.