First Meeting Framework For Financial Planners When Talking to Prospective Clients

Financial Advisors,
We've tested all sorts of "first meetings" with prospective clients and this is the best (and the shortest) framework we've ever used.

✅ [THE ADVISOR VALUE FORMULA]
Learn how to create and communicate your value in the first meeting using the Value Formula.
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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 advisor marketing, practice management, how the best advisors find and attract new clients, 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 Advisors 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 advisor.

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Music
Subway Dreams- Dan Henig
Sons & Daughters- Nickolas Jonas

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