 Each person’s situation is unique, but it helps to let people know we don’t necessarily have to reinvent the wheel to help them overcome a problem.”Mike Perry, president, Szarka Financial |
Using Client X's Success Story to Inspire Client Y
Murray Coleman | Financial Advisor IQ, March 2015
Read the article online >
Summary: Advisor Mike Perry likes to tell his clients about one another: not to satisfy prurient curiosity — and not, of course, as a testimonial — but to show how a particular planning strategy worked for someone else in the past.
Be the first to comment on this Article
