Three Words to Open a World of Insight


Knowing some family history can give you exceptionally helpful insights into your clients’ attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.

  • When explaining who you help, simply add the words “and their families.”
  • Mentioning families opens the door to asking people important questions about their history and understanding how that impacts their attitudes and behaviors related to money.
  • Bring stories of your own family experiences to conversations with prospective and new clients to give them more insights into what’s important to you and connect with them more quickly.

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