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In this episode of Advisor Skinny, Mike explores the three different levels of commitment: verbal, written, and monetary. These levels are a foundational element when transitioning an individual from a prospect into a client. People often need time to be able to digest the process in smaller pieces, so it is unrealistic to expect that they will sign their portfolio over to you after a single meeting. By understanding and utilizing the three levels of commitment in your process, you can help individuals to leave the first appointment with the proper frame of mind and create the need to return with solutions.
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In this episode of Advisor Skinny, Mike explores the three different levels of commitment: verbal, written, and monetary. These levels are a foundational element when transitioning an individual from a prospect into a client. People often need time to be able to digest the process in smaller pieces, so it is unrealistic to expect that they will sign their portfolio over to you after a single meeting. By understanding and utilizing the three levels of commitment in your process, you can help individuals to leave the first appointment with the proper frame of mind and create the need to return with solutions.