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In today’s rapidly evolving AI landscape, where technology can handle routine tasks, market analysis and other technical aspects of your work, the true differentiator for Financial Advisors like you lies in mastering soft skills. And now through Oct 25, we’re offering you an opportunity to save $50 on the annual PLATINUM membership fee and tap into the wisdom and inspiration I share based on my 50+ years of experience in the industry.

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Communicating as Intended Is Vital to Your Success

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Since it is your job to influence and persuade, you’ve got to communicate as intended. If you don’t say it right, chances are you will be misunderstood. Misunderstood Advisors do not fare well. Learn to always speak clearly and concisely. When folks say to you that they want to go home and think about it, there is a good chance that they haven’t fully understood what you said. They aren’t rethinking their decision to retire comfortably. They simply don’t want to buy into what they don’t understand. Never be misunderstood.



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