In this video I share The Truth About “Holistic Financial Planning” for Financial & Insurance Advisors.


Here’s what I cover:

  1. What is “Conversational Science” and why it MATTERS
  2. The 2 Things That Advisors MUST master in today’s day and age
  3. How we use “Conversation Stream” METHOD for Advisors

Check out this video and let me know what you think in the comments below.


To Your Success (that relies on social media)

Deepak Patel


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