How to Close a Great Meeting With a Prospect
How to avoid that awkwardness when your prospects say they want to “think about it.”
Click on the image above to watch the full video
Don’t Be Tempted to Persuade Your Clients
Recently, I've been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead.
Click on image above to watch the video.
- 1 of 1382