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Tips at the Kitchen Table

Tips at the Kitchen Table. Always have a humble attitude we can always get better Be patient at the kitchen table it’s a process it takes time Pay attention to the warning signs if its going to be a challenge to get them involved

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Tips at the Kitchen Table

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  1. Tips at the Kitchen Table Always have a humble attitude we can always get better Be patient at the kitchen table it’s a process it takes time Pay attention to the warning signs if its going to be a challenge to get them involved Ask the questions on the FNA do not skip over questions. FNA locks clients in Do the right things at the KT or else it will not work

  2. Cont’d Tips at the KT Have a healthy balance with collecting information too formal clients will not take you serious Explain: (before going into retirement questions) The reason why we ask questions is to see where your priorities are When collecting the data anything the client is doing right make them feel great about it

  3. Cont’d Tips at the KT • If client does not want insurance there is nothing we can do (it has nothing to do with us) • Always look for ways to compliment the client • Be very optimistic about the clients situation • Ask the commitment questions • Be firm and smile. We are not there to waste our time.

  4. Recruiting at the KT/Collecting the Data • On a scale of 1-10 how motivated are you to become debt free and financially independent? • What interests you more?The ability to earn additional income, or perhaps own your own business, or get a financial needs analysis?

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