Picking the Right Resources to Share with a Prospective Client
One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…
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Picking The First Checklists And Flowcharts To Incorporate Into Your Business.
We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members. And if you missed it, click here for ideas on how to implement checklists and flowcharts. Popular Checklists and…
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Five Ways Checklists and Flowcharts Will Help You
After you’ve become a member, it’s time to start using these in your business. Below are five ways you can start to incorporate the checklists and flowcharts into your business. Assist in the decision-making process when formulating a recommendation: One…
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