improve closing skills

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Why Many Financial Advisors Struggle with Closing Ratios

by Tiffany Markarian

Financial advisors don’t struggle with closing ratios because they lack intelligence or credentials. They often struggle because they underestimate the importance of people skills, proper discovery, and persuasion. Selling is not separate from advising; it’s what allows advising to happen. Selling skills are still the foundation of advice.

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Tiffany MarkarianWhy Many Financial Advisors Struggle with Closing Ratios