Screening Prospects… by Jim Stackpool | Feb 22, 2022 | Advice Clients, Advice is not a Product, Best Interests, Business Performance, Business Planning, Certainty Advice, Client Offerings, Consultative Approach, Delivering Value, Future of Financial Advice, growth, Growth Stress, Screening clientsSometimes the most powerful approach to growth is “Next!” John Bowen – CEO – CEG Worldwide I first saw John Bowen present in Santa Monica in early 2002. Despite everyone’s development nerves, we were still tight in the aftermath of the...
