What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
The Perfect RIA
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Is He Not Telling Me Anything?
"You're saying I'm going to keep it at a high level. I'll go into as much detail as you want," he says. "We all don't tell clients a lot just to be clear," the financial planner adds. The same process applies in any meeting, whether this is our initial meeting or it's our 100th one. 'I would assume your body language also changes a little bit more towards that spouse that had the question, right? Let's talk'
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