To Prospective Subscribers

Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Weekly Focus - January 8, 2025 - "Focus Initial Conversations on the Prospect’s Goals"

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If clients hire advisors to achieve their goals, the primary job of advisors is to help them understand what their goals are. That requires advisors to ask the right questions and probe their vision of how their lives would look if they could achieve everything they wanted and then prioritize their importance.



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