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Summary: There are countless opportunities to use a brief story to connect with a prospect, too many to cover in this format. However, let me share with you some of the most common stock business questions financial advisors tend to get and would do well to have a personal situational story as a response.
 The formula for crafting situational stories is actually fairly straightforward. Essentially it has three parts, so you want to make certain each story is personal, brief, and compelling .”Matt Oechsli, Author, Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients |
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