Tip for a Financial Professional
Aug 18, 2019•5 min
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Episode description
Think about who you're referring to. 1. Yes, please bring up Medicare! 2. You don't know what to do when the client says "yes, I'd love help!" (YIKES!) 3. Careful that who you refer to isn't engaging your client with products that you may not be aware of. Happens far more than you can imagine.
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