How I Closed an $11M Prospect—and You Can Use the Same Method
Oct 28, 2019
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By Debra Taylor, CPA/PFS, JD, CDFA
With recent market volatility, a global slowdown, unending tariff talks, and an unpredictable president, wealthy do-it-yourselfers are getting nervous for the first time in 10 years. The market is creating a huge opportunity for you—how will you get in front of these fresh and valuable prospects?