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Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts5
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Keeping Clients Focused on Long-Term Objectives
Business Growth
Paul Kingsman
Keeping Clients Focused on Long-Term Objectives
Oct 19, 2018
Trending
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Create visuals to keep your clients focused on their long-term objectives.
Understand what your clients really want to achieve.
Gather photos of what their goals look like.
Use these images when you do reviews to
remind your clients what their success will look and feel like
, encouraging them to stick to the plan you have created together.
Related:
Why You Need to Picture IT Clearly