Many studies indicate that confidence is just as important as ability. Former First Lady Rosalynn Carter said, "If you doubt you can accomplish something, then you can't accomplish it. You have to have confidence in your ability, and then be tough enough to follow through."
A vital characteristic of any successful financial advisor is the confidence to communicate the appropriate solution to fit the clients' retirement goals. That conviction comes from being prepared and having the tools and knowledge to navigate the latest financial strategies. In this episode of Money Script Monday, Sean goes over critical topics to review with your clients when discussing strategies to meet their financial goals.
This post is intended for financial professional use only.
Resources Provided for This Episode
Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!
Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.
Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!