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Simon Singer, CAP, CFP
Simon Singer, CAP, CFP
in Top of the Table Annual MeetingNov 11, 2019

Converting prospects to clients using questions, statements and observations

Top of the Table member Simon Singer believes the financial services profession has become too focused on the numbers that are shown on the page instead of exploring the human condition. People buy with emotion and validate with numbers. Singer explains how to appeal to prospects and connect with their other advisors as well.
Communication techniques
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Author(s):

Simon Singer, CAP, CFP