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Month: January 2015

Start Selling How Buyers Want to Buy

By Rick Swygman | January 29, 2015

Virtually everyone claims it. Client-first. Customer-centric. Buyer-focused. In our work in the financial services industry, we see it every day in mission statements, brand promises, and value propositions. So why is it that most clients today generally distrust financial advisors and expect to be “sold something” any time they meet with one? Why do they…

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