closing skills

All posts tagged closing skills

Overcoming Prospect Indecision and Delays

by Tiffany Markarian

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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Tiffany MarkarianOvercoming Prospect Indecision and Delays

Storytelling in the Planning Process

by Tiffany Markarian

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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Tiffany MarkarianStorytelling in the Planning Process