06: Best Practices for a Better First Appointment

Advisor Elevation

English - January 08, 2019 17:37 - 46 minutes - 63.9 MB - ★★★★★ - 27 ratings
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Previous Episode: 05: The Best Strategies to Market a Financial Practice with Mark Mersman

Next Episode: 07: Building a Life By Design, Not By Default with Chris Yonker

In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.