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Why Orientation Is A Faster Value Proposition [192]
Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments.
Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper client relationships.
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By Jordan Haines, CFP®
4.8
3535 ratings
Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments.
Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper client relationships.
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