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NAIFA Live 2022: Eleanor Johnson
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In this session, Eleanor will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. This simple, yet highly effective conversation takes the acronyms out of the planning discussion and allows you to quickly gather information about the client and his or her priories so that the focus is on recommendations most appropriate for their needs and the assets available to work with. In almost every case, greater opportunities are uncovered that first anticipated and the client ends up driving the process forward.
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