What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.

 

Recommended Podcast

When Value Adds Go Wrong [Episode 180]

Make sure your value adds go off without a hitch.

See More

Follow Up Friday – The Retirement Income Timeline

Creating clarity and simplifying your communication with your clients.

See More

Worlds to Conquer – Helping Team Members Set Priorities

Setting expectations for priorities for your team members.

See More

Contact Us