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Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Weekly Focus - September 4, 2024 - "Unleash Your Clients' Emotional Connectors"

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Before starting the process of defining specific goals, it helps to stimulate your clients’ thinking by starting more broadly and then drilling down. Asking a question like, “What does having wealth mean to you?” will get them to talk about their dreams and ambitions. More importantly, it should reveal critical insights into your clients’ values, beliefs, and attitudes about money.



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