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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Updated August 31, 2023, at 3:08 PM Do you have clients who are still working? Is it possible that some of your clients still keep in touch with their former colleagues? Are …
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Are your clients unsure of annuities? Want to know how to pique their interest in these income-producing products? The helpful tips below can increase your chances of closing more annuity business with …
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