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Part 4 - The E.N.C.O.R.E. Interview:
Setting the Stage for Closing New Business
The E.N.C.O.R.E. Interview helps improve the way you gather critical wealth management information from your clients and prospects. It allows you to move from pushing a product or service to providing client solutions. In this, our fourth and final article on this topic, we will look more thoroughly at the fifth and sixth stages of this six step process: Repeat Key Findings and Ensure the Next Meeting. . . . (to read the remainder of this article, please log in below.)
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