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Results: 3

Overcome objections by understanding personality types image

Brandon J. Wellman, CFP, RICP

Oct 4, 2024

Overcome objections by understanding personality types

You connect better with clients when you break down larger concepts and understand their personality type. In this video, Court of the Table member Brandon Wellman explains the strategies he uses to determine the different personality types of his clients. He discusses how understanding these differences can help you communicate more effectively and build trust. 

Retirement realities: Unique challenges for women

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC; Brandon J. Wellman, CFP, RICP

Mar 25, 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.
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D. Scott Brennan; Tricia Tan; Brandon J. Wellman, CFP, RICP

Jan 1, 20257 min

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Financial advising is a relationship business that calls for genuine connections.