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Having trouble convincing prospects to hear you out? Use these four tips to seize their attention up front so you can take the conversation to the next level.
You might gain a client while riding the elevator between the 10th and 37th floors. In a half-minute, offer prospects a succinct, passionate, and compelling description of who you are and what you do.
Asking questions is about more than just being polite. Developing a strategic approach to questioning clients and prospects helps you strengthen your relationships, better target your business development efforts, and even close new accounts.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025