Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Weekly Focus - April 29, 2020 - "Maybe You're Just A Bad Match"
There will be times when your service simply doesn't match a client's needs. As things go on it may transpire that a client is really seeking advice on stocks rather than someone to plan and manage their investments. If so, call it a day and move on to another client who is seeking a more holistic service.
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