Why is it important to address investment goals and challenges before the solution to potential customers? [Podcast E.p. 18]
![Why is it important to address investment goals and challenges before the solution to potential customers? [Podcast E.p. 18]](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/cloudinary/s--uPiijSv9--/w_1000,h_800,c_fit,l_text:Lato_144_bold:Q%20A%20Marketing%20for%20Financial%20Services/images.spreaker.com/default/show-1400x1400-20190801.jpg)
Jul 5, 2018 ·
3m 38s
In this day in age, too many financial advisors drive their sales efforts by putting all the emphasis on the solution. However, in order to present a solution to the...
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In this day in age, too many financial advisors drive their sales efforts by putting all the emphasis on the solution. However, in order to present a solution to the customer that will best fit them, their investment goals and challenges need to be addressed first.
show less
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| Author | Andrew Chao Daongam |
| Website | - |
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