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Chee Hong Gan, ChFC, CLU
Chee Hong Gan, ChFC, CLU
Oct 18, 2023

Align with clients quicker: Understand how they react in difficult times

Half the fact-finding work is done for you when you understand how clients react and what values guide them during difficult times. When we understand that, we can more quickly align with clients.
Fact-findingCommunication techniques
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Author(s):

Chee Hong Gan, ChFC, CLU