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CHAPTER 5: (FEELING) FACT FIND

$80.00

This is your first meeting with your prospect to conduct a Financial Needs Analysis (FNA) AKA a “Fact Find”.    Learn how to create a positive professional atmosphere and put the prospect at their ease and create a favorable first impression.  Understand how to build a good rapport and go deeper than just a questionnaire and get a commitment to action from your prospect at this first meeting.

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