This post is intended for financial professional use only.
How do you show, rather than tell, interested prospects and clients how money works? What prospect data do you collect to create custom reports and financial plans? Every opportunity that you have to meet with a client is your chance to close a sale. Clients are inundated with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert and the plan clearly addresses their goals. Circle of Wealth® provides you with the tools and training to be seen as a trusted expert so you can confidently deliver reliable financial strategies to your clients.
In this episode of Money Script Monday, Sal explains how to utilize this powerful communication tool to provide tailored financial solutions that can result in a sale.
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Do you want to see more of the Circle of Wealth® Software? Sal was only able to scratch the surface! Get in touch with your Field Support Representative (FSR) today to receive a personal walk-through of the most powerful communication tool in our industry. We'll strategize on how you can use the software to triple your production in 2023.
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Resources Provided for This Episode
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