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Identifying Hidden Risks Creates Sales Demand

The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that can significantly deteriorate future wealth if left unattended. By “hidden” risks, we mean exposures of which the client or potential client is likely to be unaware. Identifying hidden risks in an education-based marketing program delivers an important service to your marketplace and, with this knowledge, provides you with a gateway to meaningful conversations about the added value you can deliver to existing and prospective clients. Key Takeaways: - From the past several years, people understand the devastating impact of unmanaged financial risks. - A client’s...

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