“You don't want to solve any problems in that initial face-to-face... The only problem you're solving is in their minds.”

The Efficient Advisor: Tactical Business Advice for Financial Planners · 414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney

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What was described

Advises not to solve any prospect problems in the initial face-to-face or Zoom visit, only to surface the problem in their mind

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