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Looking to cut to the close a little quicker? Try these tips from advisors with near-perfect records for closing the deal on the first appointment.
In part two of his Successful Meetings series, business coach Joe Lukacs outlines his process for landing a new account.
How many closing techniques can you muster? A client's personality, willingness to trust others, and financial sophistication require a range of closings to win him over.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025