Your client says, “No thanks.”
Now what?
Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue.
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The decline in financial literacy presents both a challenge and an opportunity for financial professionals. Here’s how to help clients achieve financial security.
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Over the years, multiple bills were introduced to amend or repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). None have successfully passed both chambers of Congress—until now. In …