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Chris Facey, CLU, CH.F.C, provides an incentive to take a second look at the way you conduct the fact find. In “Too Much Information?” he explains the golden opportunity to position your practice during the first meeting and why it is so important to obtain as much of a client’s financial details as possible. Facey, a 25-year MDRT member from St. John’s, Newfoundland, Canada, has nine Court of the Table and five Top of the Table honors. Contact him at chris@faceyfinancial.com.
ARTICLES BY THIS CONTRIBUTOR: Integrity Brings Business Too Much Information?
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