Back to Business: Mid-Year Planning Moves that Drive Revenue
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Back to Business: Mid-Year Planning Moves that Drive Revenue
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August isn't downtime - it's go time. In this episode, John Felton & Zach Gosselin break down why now is the perfect moment for advisors to reconnect with clients, spot life changes, and spark meaningful conversations that lead to real planning opportunities.
From mid-year check-ins that turned into major plan overhauls, to simple tactics for identifying client needs without product overhwhelm, this is your launchpad for the final quarter of the year.
- Real advisor success stories
- How to spot cross-sell opportunities
- One action step to take before Friday
Don't wait for the year-end rush, get ahead of it!
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