How to Motivate a Client to Take Action. Hint, It's Not an Illustration

Speakers: Howard Sharfman

Year: 2020



I will share the stories I tell prospects that have moved many from indecision to action. I have been fortunate enough to sit with some of the most financially secure people in the world. I will share what I have learned from them, as well as what I have learned from many mass affluent clients, to motivate action. It’s not the illustration that creates action, it is the feelings and stories.

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