Set Client Expectations like a Financial Physician
 

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Millionaire Advisor

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Most producers fail when it comes to setting client expectations and parameters. Avoid making these same common mistakes yourself! Watch this video to see why it’s critical for advisors to position themselves as a financial physician, fixing clients problems the same way doctors cure their patients’ health issues. Plus, millionaire advisor Matt Zagula tells you his tactic for pinpointing the decision maker within the first minute of meeting a couple.


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First Financial Partners

Zagula Matt
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matt@firstfinancialpartners.com