asset management

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3 Ways to Serve the Emotional Needs of Prospects and Clients

by Tiffany Markarian

It’s been proven time and time again – emotions drive decision making. By properly uncovering a prospect’s and client’s emotional needs, financial advisors can help them make rational, informed choices. You can help them avoid impulse decisions that may harm their well-being, such as letting an insurance policy lapse or coming out of the market at the wrong time.

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Tiffany Markarian3 Ways to Serve the Emotional Needs of Prospects and Clients