Entries by Rhoda Israelov

Does Fact-Finding Break Trust or Make It?

  The main purpose of a financial advisor’s initial meeting with a prospect, as it’s currently conducted, is to gather facts and information that will help the advisor create a financial plan for that high net worth prospect, Ari Galper writes in Advisor Perspectives,.  Problem is, Galper points out, in any sales context, until the […]

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