Strengthening The Relationship For Financial Advisors in First Meetings

communication turn prospects into clients

 

Whenever I ask this question in the first meeting, they think for a few seconds and then say "That's a great question". and what comes next is a key part of the new relationship. What's one of your favorite questions to ask in the first meeting?

 

RECENT POSTS

How To Find Your One Thing - Advisor Business Bottlenecks

Maximizing Your Time: A Strategic Blueprint for Advisor Growth

If You Have an Assistant or Team - Use This Communication

Financial Advisor Referral Seeds

VIEW THE ADVISOR COURSES

GET ACCESS HERE