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Prospect Power Up: Answer Questions First
Manage episode 407147859 series 3558245
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In this replay of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guidance.
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