How to Prepare for Your First Client Meeting as a Financial Advisor

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...
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Walk Into Your Next Client Meeting Armed With These 4 Guiding Principles, And Leave With a Paying Client

I had been having four cups of coffee a week with potential clients and acquiring about one out of four. The back-of-the-napkin data I was keeping showed my conversion rate from "Buying Conversation" ...