Ep #284: What Story Does Your Data Tell?
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Ep #284: What Story Does Your Data Tell?
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Before we ever talk about strategies, tax savings, or investments… there's a conversation that matters more than anything else. It's the first conversation we have with a prospect.
We call it a discovery call. Because what we're really doing… is building a full picture of someone's life. So on today's episode, we're going to talk about that process and make some parallels with emergency medicine.
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