Episode 27. First Meetings – Average vs. Elite

Aug 26, 2022

Every week we talk to advisors like you who want to improve their meetings with clients. Meetings are where you build relationships with your client, where you show them what you know, where you learn what they need, and where you work together to achieve their goals. 

In this episode, we’ll give you a step-by-step guide on effective first meetings with your prospects. In episode #14, we discussed 7 Meeting Skills of Elite Advisors, but in this episode, we’re going to be hyper-focused on that first time you get to sit down with a prospect. 

If you’re ready to improve your first meetings, you’re in the right place.



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