Elementality for Financial Advisors | Elements Financial Vitals System™

Qualifying Prospects And Discovering Value [214]


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Jordan explores "The Four Conversations" by Blair Enns, focusing on the qualifying and value conversations in the sales process. He talks about transforming sales from presentations to meaningful dialogues, examining how to qualify prospects and understand what truly constitutes value for clients.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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