Finessing your First Meeting & 7 Rules of Readability - Face to Face with lunch included
Overview: First meetings are brimming with potential. A new relationship, new
problems to solve and hopefully much reassurance to offer. But many financial advisers
and planners misunderstand how trust is earned. This can lead to lower conversion
rates and missed opportunities.
In this practical workshop, we’ll spend time finessing your first impression, asking great
questions and learning to listen.
Tue 18 Nov 9:45 am – 3:00 pm
President's Message
Info
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