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How does a financial plan lead to business?

Here are 10 ways that the time you’ve spent getting to know the client goes a long way towards keeping the business in house.

By Bryce Sanders | March 22, 2021 at 01:18 PM
stylized gray compass with red needle pointing to word Future (Photo: Shutterstock)

Financial planning is beneficial for the consumer.  It also can lift the agent or advisor from salesperson to professional.  Plans should cost money and be portable.  Why?  The reasons are “you get what you pay for” and the recommendations should be able to be implemented by the client elsewhere, if they choose.  The time you’ve spent getting to know the client goes a long way towards keeping the business in house.

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