Summary: The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle to get good prospects to engage in the full financial advice process.
 When advisers position then entire planning process like this and showprospects what it is all about and how it is going to be done then they get it. It is about them and their dreams. It is personalised and there is a point to it all.”Tony Vidler, Financial Advisor Coach |
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