Grow Your Revenue Faster By Turning More Prospects into Clients Using This Two Meeting Formula.

Enroll Today Before This Special Price Goes Away. 

What You Get

• The complete First Meeting Course
• 12 video lessons with step-by-step lessons from Carl Richards, CFP®;
• 100% online access so you can watch the material on any device;
• Implementation worksheets and guides to save you time and expedite your results;
• Word-for-word scripts you can tailor to fit your unique voice;
• All lessons available now so you don’t have to wait to start implementing them;
• Immediate Access;
• Bonus #1: Selling Though Zoom 
• Bonus #2: LinkedIn Marketing Secrets
• Lifetime Access and Updates
• 30-day money-back guarantee

Proof that The First Meeting Formula Works

Since I've introduced my new discovery process, followed then by the One-Page Plan presentation, my close rate has been 100%.
-Scott Campbell, CFP, CCS, CHS

This is my 18th year in the business and I’ve invested a lot of $$$ in training over the years.
Your program has had the most impact of anything I’ve done. Thank you for what you do.
The ROI is infinite.”
-Trent M.

This has elevated my game tremendously. My meetings are much more meaningful now… it’s amazing. I love this program.
-David M

I now have a proven system in place to turn great prospects into paying clients.
-Scott Campbell

This has transformed my conversations. The whole dynamic and relationship has changed with existing clients.
-Martin Morris

Absolutely awesome!! I used these very strategies this morning and it felt amazing! The client's exact words were, 'I wish I could've met you in my 20's!' A second appointment is on the books and both the client and I are excited about it!
-Anthony B

Our Guarantee

You have a full 30 days to see if the course is right for you. If you go through the course, use the methods we teach, and it doesn’t help you turn a prospect into a client, email me at [email protected] within 30 days and I'll send you a full refund.