Early in 2020 we created three videos for Financial Professionals about how to approach business owners and gain their confidence. The approach we use at Marshall+Viliesis is presented here. When time allows we plan to rework this material to make it better. All together they run less than 10 minutes combined in the current format

We always look for feedback and you may leave comments at the bottom of this page. This will help us in our next edits.

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