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Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the “flip” with new prospect.
By Jordan Haines, CFP®4.8
3535 ratings
Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the “flip” with new prospect.

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