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Disengaged prospects - people that just are not interested - are something you will have to more often than not deal with: it's part of
Disengaged prospects people that just are not interested are something you will have to more often than not deal with: it's part of the job as a Wealth Advisor. You never know how broad a prospect's network is and it's incredibly important to always remain respectful and on good terms with everyone you come across, even if they do not do the same for you. If a prospect tells you that they're not interested, what is a good way of politely ending their progress in the ClientAdvisor journey while trying to remain on their radar should they change their mind about you as an Advisor in the future?
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