How To Get Clients To Take Action – Episode 77

Helping clients understand their many choices can be overwhelming and often lead to inaction. In this episode Kim Butler and Tammi Brannan talk about how to get clients to take action and also how to coordinate alternative investments into your strategy.

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Show Notes

  • Why you learn more when you teach others – 1:36
  • You either grow your die – 3:53
  • Simplifying choices to increase action – 6:01
  • Tracking results vs tracking goals – 8:52
  • How to coordinate with alternative investments – 10:24
  • Simplifying the life insurance experience for clients – 14:35
  • Focusing on getting clients to take action – 21:09

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