Important Lesson To Learn

In the financial world, if a prospect or frankly a client doesn’t want to be helped, you have to learn to move on! It’s their decision, their money, and their retirement. It’s important that we don’t push products, solutions, or our own opinions to get them to move.  But always get a waiver signed to insure that years down the road, everyone remembers whose idea it was to not move forward.

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