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Picture of [Video] The Sailboat Concept; From Chaos to Control: Organizing Savings for Success; Ditch the Budget and Give Your Clients the Gift of a Spending Plan

[Video] The Sailboat Concept; From Chaos to Control: Organizing Savings for Success; Ditch the Budget and Give Your Clients the Gift of a Spending Plan

MDRT Speaks Session
SKU: 24MDRT-10V
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$40.00

Chow shares a short and powerful concept for selling to the middle class.

 

Unveil the secrets to maximizing your clients’ savings potential through the art of account segmentation. Mann explains how a strategic approach can create financial clarity and empower your clients to achieve their goals.

 

By changing the terminology, McIntyre says, he has shifted clients’ mindsets from restriction to empowerment, increasing engagement to 80% for existing clients and 100% for new ones. Learn how his approach has fostered success as well as improved couples' financial harmony by having them complete the spending worksheet together.

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