Unleash the Power of Discovery: How to Set Emotional Goals and Gain Commitment from Your Clients
Unleash the Power of Discovery: How to Set Emotional Goals and Gain Commitment from Your Clients

Feel Free Read Unleash the Power of Discovery: How to Set Emotional Goals and Gain Commitment from Your Clients MOBI

As a financial planner, the first step in serving any client is discovery, and discovery is not about uncovering investment vehicles or account totals. As Matt shares in Unleash the Power of Discovery, financial planning is really not at all about money. To do discovery well, you must first understand what gives meaning and significance to your client’s life. You’ll learn the four steps you need to take in order to build the relationship you need to help each client develop a vision for their life… a vision so compelling that it drives their commitment to the process. The result is a unique partnership that generates your client’s desired results and your own career fulfillment.

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  • Released: November 16, 2020
  • Author: Matthew Doran
  • Rating: 3,9
  • Publisher: Ebook DIgital Agency
  • Total Page: 414 pages
  • File Size: 3670 KB
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