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You work hard to find prospects. Don't lose them — and damage your brand — because you're not using concise, clear and compelling communications. Find out how you can organize your thoughts, answer the three questions people have before working with an advisor and acquire clients. Learn more from Gary DeMoss in another EDGE presentation, "Showtime."
How should your clients prioritize their many financial needs? It would be easy for them to get the order jumbled. In this session, Neyshtadt compares the rules for solving math problems to the order in which clients should emphasize their financial concerns to show that doing things out of order can result in getting the answer wrong.