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Context Openers for a New Dialogue
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Mar 10, 2022 2:13 pm

Context Openers for a New Dialogue

By Steve Sanduski, CFP®|2022-03-10T14:13:56-06:00March 10th, 2022|Categories: ROL Blog|Tags: context, conversations, discovery, practice management, professional development|

ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.