The intro meeting is the lifeblood of any advisory business. Yet, the way most advisors have been taught to conduct these meetings is backwards. It’s why you leave meetings where you did everything “right” but it still feels like a crapshoot. It’s because there is a misalignment between the advisor’s focus and what the prospect actually needs in that meeting. Learn the proven framework leveraging psychological principles to instantly connect with prospects and seamlessly convert them into-life long clients.
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830