The Elite Advisor Report Video Podcast

To Attract the Affluent, You Must Understand the Affluent – Episode 23


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To garner affluent clients’ attention, bring them on board and successfully retain them over time, you need to know their hot-button issues—the key financial concerns that keep them up at night and the major financial challenges that could potentially derail their future.
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The Elite Advisor Report Video PodcastBy cegvideo