Build A Consistent System To Get 5-20 Meetings & Clients Each Month In Just 42 Days
If you are Financial Advisor, Planner, RIA Or Wealth Manager looking to grow their practice and get clients in 2019 using a consistent and predictable system.
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Summary
In this video I share how Financial & Investment Advisors should handle their 1st Meeting
Here’s what I cover:
- The old way of doing your 1st meeting
- The new way of doing the 1st meeting
- The "Prospect Experience" you can create using social media to book more meetings
Check out this video and let me know what you think in the comments below.
To Your Freedom!
Deepak Patel
Client Acquisition Consultant for for Financial Advisors, RIA & Wealth Managers
Deepak Patel
I help Financial Advisors, Planners, RIA and Wealth Managers Get Clients With My Advisor Algorithm Program
If you need help the schedule a FREE Strategy Session by clicking the button above and let's talk.
