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Tag Archives: client scripts

Graduation day: A closing script

Posted on June 10, 2022 by wschmeiser

The better you understand the culture your clients come from, the more you can help them. For example, Asian clients expect courtesy and respect, but they also appreciate when we...

Posted in Advising Clients | Tagged client communications, client scripts, life insurance | Comments Off on Graduation day: A closing script

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Graduation day: A closing script

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