When I sit down for a late night Zoom interview with Cierra Burch of J&B Financial Services, her bubbly demeanor and megawatt smile immediately make this sales coach feel as though I’m talking to an old friend, and not a financial advisor who I’ve never met in real life. Cierra tells me this is part of her overall business strategy. “I tell all my clients we’re going to be besties by the end of this contract,” she says with a grin. Um, can we be besties by the end of this call, please?
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