Weekly Focus - December 13, 2017 - "Ask the Right Questions"
Formulating a comprehensive wealth-building and financial management plan not only demands maturity in decisions, long-term vision, planning, motivation and leadership skills; it also requires encouraging a client to talk and reveal the entire picture to help you get an in-depth understanding of their financial and personal aspirations and concerns. Asking the right questions to initiate the right dialogue is imperative.
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