We think about My Priorities, and we think that could take an hour, an hour and a half. We say, how often should we do this? When we want to realize we're getting on the stage of our clients. They’re in a movie, their lives change, and when those significant changes happen in their life, they need somebody. We need to make sure we’re the one that’s helping them discover. You think they have a baby, they lose a member of the family, a pandemic’s occurred. There’s so many situations that can occur in someone’s life that are going to change their mindset, their pace, their vision of the goals in their life. When we do the My Priorities, we want to walk it through with them. We want to be the one that shows them we get you. We’re dying to get you. I challenge you with your ideal clients to see if they don’t need this once a year.
Neither MFS nor any of its subsidiaries is affiliated with Eric Maddox. The views expressed are those of the speaker and are subject to change at any time.
FOR EDWARD JONES INVESTMENT PROFESSIONAL USE ONLY. Should not be shown, quoted or distributed to the public.
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