Episode Synopsis "Don't take the bait!"

Advisors unwittingly fall into assumptive traps when we hear facts that imply needs, curiosity that implies interest, and agreement that implies commitment. Avoid these traps!

Listen "Don't take the bait!"

More episodes of the podcast AdvisoryEDGE

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• How Online Meetings Will Evolve in 2021
• Words That Have Always Worked
• Prospecting: How to Get Leads and What to Do With Them
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• Behavioral Finance Essentials: Using Consistency to Help Clients Take Smart Action
• Behavioral Finance Essentials: Anchoring and Adjusting
• Don't take the bait!
• Asking Smart Level 1 Questions
• Five Tests of Your Practice-Building Strategy
• SMART Q4 Objectives
• The Table Test
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