P.A.C.E.R. ā†’ The first step is PREPARATION!

pacer preparation Mar 01, 2022
financial advisor, widow clients, prepare, communication

Today let's talk about PREPARE the P in our P.A.C.E.R. acronym, (preparation action communication engagement and relationship) because part of the preparation phase is you becoming the best resource on the planet.

Be the first person that clients call when they need a recommendation or referral. So you may be doing some of these, yet are they specifically geared for what widows need?

Keep watching to learn more. https://www.youtube.com/watch?v=LmH3D_3-ri0