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How do you socialize / interact with clients or prospects?
Post Body
Will be working as an assistant to an advisor at a bank and ultimately want to be a CFP.
I'm in my earlier 20's.
Do you interact on a surface level or do you ask how's the family etc? What other go to questions tips/tricks to socialize with prospects/clients.
Also how do you interact with clients of different ages old vs middle age etc?
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- 1 year ago
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