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A client's emotions affect his money decisions more than you think.
Understand your clients, build trust, and problem-solve with "Money Habitudes," a quick and fun financial planning tool.
All your potential clients will fall into one of two categories. When you understand the simple behaviors that mark each group, you can tailor your messages to suit their thinking styles and boost your success. Here's how you do it.
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.
Social Security and Medicare Workshop
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