FEAR AND THE FINANCIAL ADVISOR - PART II

Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum.  This means meditating on what can go wrong in advance to defuse the emotional hold on...

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TURN PROSPECTING INTO PROSELYTIZING

I just finished up a call with an LTC specialist. At the beginning of the call, we determined that I was not in her territory. She then proceeded to spend over an hour with me. She updated me on...

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