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Don't Be Comprehensive [193]
Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek.
Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.
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By Jordan Haines, CFP®
4.8
3434 ratings
Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek.
Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.
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