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Fourteen Years

Why Do You Give Everyone The Same Product?

Goodreturns highlighted a video produced in Europe which shows a financial adviser giving every client the same product, proclaiming that it is 'exactly the right product for you'. You can check out the story by Susan Edmunds at: Link.

It is a worthwhile caution - are you recommending the same product to all of your clients? If you are, is that because all your clients are the same? Or because there is only one best product nomatter what their circumstances? Unlikely.


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