San Diego: “I travel in affluent circles, many of my good friends are affluent, but I’ve never asked any of them for their business,” mused Jane prior to a role play exercise during our Rainmaker Retreat, and then expressing her true fear, “I don’t want to ruin any of these relationships by coming across as a sales person.” Can you relate to Jane? Her fear is a common refrain we hear, especially from veteran financial advisors. Many ...
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