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What do you say to someone who doesn't think they need a financial adviser? During the Pre-Commitment™, a prospective client specified that he didn't feel he needed a financial adviser. Thus he never agreed to become a client. Is there something I should have said or should I just move on to the next person who "gets it"?

Article ID: 459
Last updated: 20 Nov, 2019
Exactly, move on to someone who "gets it."
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folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.
folder Commitment to Hire Conversation™ -> Disengaging from Non-Ideal Clients

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