The Advisor's Advisor: The Pivot Question

Practical Practice Management Advice For Financial Advisors

How do you as a financial advisor move someone from a prospect to your client roster? Having the right "Pivot Question" can help. In this episode of The Advisor's Advisor, Barron's Top Advisor Jeff Crosby shares with you 2 of his most successful (and simple) pivot questions, helping you get set for success.

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Advisor'sAdvisor:Pivot