Financial Advisors,
If you can remember these 3 things, your first meetings with prospects are going to improve in a BIG way.
For the first 7 years, I was making the same mistake.
But once I started following this simple framework, my first meetings became 10x better.

✅ JOIN THE ADVISOR MEMBERSHIP
https://www.streamlinemypractice.com/...

❤️[SUBSCRIBE TO THIS CHANNEL]
https://bit.ly/StreamlineMyPractice-Y...

________________________
This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are financial advisor marketing, practice management, how the best advisors find and attract new clients, financial advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Planners have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an adviser.

________________________
POPULAR VIDEOS
Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.
   • Advisor's First Meeting Process. What...  

THE BEST FIRST MEETING QUESTIONS
   • Advisors, Start Your Meetings With Th...  

This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you.

Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig

#financialadvisortraining #streamlinemypractice #financialplannertips