Free Video Training For You...
"Carl Richards, CFP® reveals how to host a first meeting that turns prospects into clients"
Your Host: Carl Richards CFP®
Author of The One-Page Financial Plan and The Behavior Gap
"This has elevated my game tremendously. My meetings are much more meaningful now...It's amazing"
David M.
Financial Advisor
"I now have a proven system in place to turn great prospects into paying clients."
Scott C.
Financial Advisor
"When I hold this kind of first meeting, clients-to-be visibly relax. You see it in their shoulders. It has revolutionized the first meeting. "
