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“Clients sometimes need to have someone go over their statement with them. These calls can be difficult sometimes because the market doesn’t always run up. But if handled properly, they give me a good reason to connect with clients and give them the appropriate financial advice that they need.”
Scenario
Members can have concerns about what they hear or read about the market.
But savvy financial professionals see them as an opportunity to demonstrate the value of doing business with them. They’ll use the opportunity to ask how their client is doing, answer questions and quell any concerns. These are the moments when the promise behind a product really comes to life.
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