• How to get your client to take action

  • Jul 14 2022
  • Length: 24 mins
  • Podcast

How to get your client to take action

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  • Summary

  • Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan.  They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner. 
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