The #1 Personal Finance and Investing Podcast in Hawaii! Top 1% Ranked Podcast!

The Power of Understanding Your Client's Preferences and Motivations

Gathering data about the client, their likes, dislikes, and what motivates them is the first step towards finding a suitable match.

By exploring what makes the client "tick," we can identify potential opportunities that align with their interests and goals. 🔑

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https://youtube.com/averagejoefinances

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