Put Stories to Work to Change Minds

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Change Minds With a Multilayered Power Punch

How do you get clients and prospects on the same page with the beliefs that drive your investment approach? See how this veteran advisor changed his own mind on the predictability of market moves, and then converted his top 100 clients to make the move to market-neutral portfolios.

Changing Minds Is Critical to Success

Don't just try to convince prospects and clients to adopt your beliefs. You need to enable them to see things differently, so they're comfortable making big decisions and following through with sweeping actions that will positively affect their financial future and your business.

Discover What Resonates With Prospects to Promote Trust

Horsesmouth Essential: Use your casual conversations with new contacts to discover common beliefs, interests, and experiences. The connectedness will cultivate trust. When you follow through on opportunities, you'll be on your way to bringing in greater AUM.