18 - Critical Non-Essentials
TRAP: The Real Adviser Podcast
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How to Invite Clients to Your Office for a Financial Planning Meeting
If you're going to invite people to your office, I know some of you guys who work from home, but if you are inviting them to an office and you've never any experienced something before, now this is what we do. What we do is we sit down for an informal conversation. We invite you to share your thoughts and ideas. And then it's like looking forward to coming back. So actually, you know what? I'm thinking about it for the first meeting.
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