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In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:

  1. Encouraging prospects to be less precise in the information they add
  2. Sending a short video explaining the process
  3. The "trojan horse" of data gathering
  4. Requiring less from people.

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