Top Ways to Make Your Plan Deliverable Meeting More Effective
Feb 14, 2020•24 min•Season 1Ep. 8
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Episode description
You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!
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