Do your clients need financial credentials to understand what you’re saying because it’s all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today’s episode, Jamie explains why what you say is so important, especially when responding to clients’ questions about not outliving their income in retirement.

Recommended Podcast

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

You gotta be willing to take the pain

See More

The Truth About Tax Loss Harvesting [Episode 365]

Providing value is always work

See More

Navigating the Annuity Landscape With Tracy Lownsberry

Suitability does not mean ethical

See More

Contact Us