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21st century advisor

Sanjay Tolani, FLMI, MBA

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Advisors today need to present complex solutions to appease the multifaceted financial goals of knowledgeable and demanding clients. Tolani explains how combining existing knowledge with new information can lead to high income. He addresses building a universal presentation, handling objections and concerns, and how to answer the question, “Why should I choose you as my advisor?”
 

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