Avoiding "Free" Conversations - Brian Roberts | RPAG Regional Summits 2024

  Рет қаралды 37

RPAG

RPAG

17 күн бұрын

Learn how to avoid free consulting in client meetings. Brian Roberts shares strategies to engage prospects effectively without giving away valuable information too early. Through practical examples, discover how to ask the right questions, align with client priorities, and secure commitments while protecting your expertise. Watch now to enhance your sales approach and avoid the pitfalls of free consulting.
RPAG: rpag.com
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More information: insights.rpag.com
Brian Roberts' LinkedIn: / brianrobertscfa
#retirementplanadvisorygroup #rpag #401k #403b #financialprofessional #RetirementPlanning #SalesStrategy #FinancialAdvisors #Consulting #TIAA #ClientEngagement #AdvisoryServices #FinancialPlanning #retirementadvisors #clientengagement

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