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 - September 22, 2021 - "Clients Want What Your Products Can Do for Them!"
People don’t come to see you hoping to open a managed account. People come to see you to make sure they can pay for their child’s education. People don't want a financial plan for the sake of having a financial plan. They want to make sure they can live comfortably in retirement and leave something for their heirs.
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