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How Financial Planners Can Use Words to Reach, Persuade and Connect

How Financial Planners Can Use Words to Reach, Persuade and Connect

November 12, 2014
GM MyLink
Business and Management

A few weeks ago I attended a free evening promotion class led by local business coaches. Each owns a coaching franchise and are part of a worldwide coaching organization.

The knowledge was confusing, the slides were dated and unreadable. The graphs and charts redefined ugly. The audience in the room looked remarkably similar to the slumping bodies I used to sit next to in my Art History survey classes, back in my college days. They were all bored foolish. You can also visit finlit.com to get more info.

Then, business coach “T”, announced, “We’re not advancing any new ideas here.”…

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