Testimonials

I have begun implementing your advice of not taking notes and letting the client lead the conversation. The results have been tremendous.

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I decided to try your approach… I’ve gotta say it really worked.  I found out some of the most personal information about [the prospect].  [The prospect] agreed to commence an ongoing relationship with me.  I know you would have wanted to know how it went and I really appreciate your encouragement. I’ll be continuing with this approach from now.

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Discovering your process–which is genuine, honest and about deep, authentic connection–has completely turned my business around. It is deceptively simple as it requires real mindfulness to just shut up and focus on the clients and their story. But with practice, it is transformative.

Your advice is simple and effective.

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There are a few observations that I find interesting. Up to now, I still have not shown them how we manage wealth or any details on our planning process and yet they are all ready to open accounts. Also, they have never asked me a question about who I am, my experience, education, how long I have been managing wealth, who the team is, nothing!

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Dan provided a whole process of how to go about creating an emotional connection with prospective clients. It is information I wish I’d had 20 years ago.