This post is intended for financial professional use only.
How do you show, rather than tell, interested prospects and clients how money works? What prospect data do you collect to create custom reports and financial plans? Every opportunity that you have to meet with a client is your chance to close a sale. Clients are inundated with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert and the plan clearly addresses their goals. Circle of Wealth® provides you with the tools and training to be seen as a trusted expert so you can confidently deliver reliable financial strategies to your clients.
In this episode of Money Script Monday, Sal explains how to utilize this powerful communication tool to provide tailored financial solutions that can result in a sale.
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Resources Provided for This Episode
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