Often, when asking an affluent prospect about their relationship with their current professional, a typical response is that “all is well” and that “everything is just fine”. Unfortunately, these prospects don’t know what they don’t know, and we have found it a best practice of the elite professional to help draw a contrast between the experience they are currently receiving and the potential of something much greater.

Excerpt from The Advisor Playbook: www.paretosystems.com/the-advisor-playbook

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