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“If this is going to last any longer, I’m jumping off the roof”
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What if your clients become very eager to talk about their financial goals? And even thank you because you gave them the opportunity to share their story with you?
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Imagine your client-to-be comes to you and says: “I see you are the perfect financial planner for me because of your professional designation. So therefore, I would really like to work with you” If you have experienced this, then stop reading this article. Otherwise, you might want to continue.
