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Our veteran broker chronicles his early days in a grueling financial management program. This is a great illustration of how an FA's experience—in the form of a story—can be shared with prospects to reveal one's professional motivation and abilities.
The most successful FAs "live" their businesses and tell passionate stories about their professional lives. There's no better way to convert prospects and cement client relationships.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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