Results show that advisors more successfully acquire and retain more new prospects and clients when they understand how individuals think and feel about money.
Moneymax
Training Guide
The psychology of money is emerging as an important factor to consider in building strong client relationships. Results show that advisors more successfully acquire new prospects and retain more clients when they understand how individuals think and feel about money. Go out and practice how you would discuss Moneymax with a prospect or client. Take time to practice right away. Use Moneymax with prospects and clients and watch your client acquisition numbers and financial planning activity increase.
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