When someone asks the question at a wedding or party... "What do you do?" Do you end up saying something lame like "I'm a financial planner" even though you've actually thought through a response to this? I used to do this ALL.THE.TIME. Today I am going to share with you a simple formula I have taught advisors to help articulate the value of your service without getting tongue tied! I hope you enjoy this short, but tactical video.
If you are ready to transform your practice, create a vision for the business you want, and are ready to put in place a simple framework to help you get there... you'll want to check this out...
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