Tag: awkward questions

What To Say To Prospects Concerned About Your Minimums (Distraction-Proof Advisor Idea Video #112)

Prospects often express concern over the small size of their assets, but their apprehension is really about much more.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors