Ask Lisa: The Right Words for the Right Client?

Ask Lisa: The Right Words for the Right Client?

Dee Asks:
I’m an aspiring Registered Financial Planner. I think what I’m afraid of in immersing myself in this industry is I don’t really know how I can be magnetic or explosive. I feel like sometimes when I talk I’m not saying the right words. Being able to say the right words at the right time is very important to start selling your financial plans for a client. Exactly how can I sell myself to this …read more

: Lisa Sasevich Invisible Close