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Are You a Great Advisor? Take the Test

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Are You a Great Advisor? Take the Test

Being a great advisor today is not just about getting higher rates of return. If you can’t answer yes to at least 4 of the statements below – then you have work to do.

1. Are you helpful to your clients in other aspects of their lives, not just investing?

2. Are you a Center of Influence for more than just lawyers and accountants?

3. When you have couples clients — do you get together with the whole family, not just the husband?

4. Do you meet where it’s convenient for the wife?

5. Does the family consider you a friend? Are you invited to family functions, weddings, funerals?

Being a trusted financial advisor means you’re the person they turn to with any family decisions. Make it your goal for 2017 to become just that.

Learn how to Retain Female Clients through this online course and earn CE credits. Or visit us at here and learn everything there is to know about what women want and how to serve them well.

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