Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
The Perfect RIA
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Setting the Stage for Successful Prospect Meetings
This chapter highlights the importance of structuring prospect meetings for success, comparing in-office and virtual meetings, and emphasizing the impact of personalized greetings. It emphasizes creating a positive environment with small gestures like using prospects' names, offering beverages, and interactions with existing clients. The chapter focuses on proper preparation, warm welcomes, and affirmations to set a favorable tone and discusses the transformative nature of advisor-client interactions.
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