All posts tagged closing skills
One of the many challenges financial advisors face is dealing with prospect indecision and delays. Despite the importance of financial planning, prospects often delay taking the next steps. In this article, we’ll delve into several reasons behind a prospect’s delay and how advisors can address these roadblocks effectively.
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Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?
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