How to Use a 'Right Fit' Agenda in First Appointments

RELATED CONTENT

5 Ways to Warm Up Prospects Before a Meeting

Prospects have worries and anxieties prior to the first appointment. A five-star welcoming process can reassure them and lay the foundation for a solid professional relationship.

Learn More About Prospects in Less Time

First meetings often take too long and accomplish too little. If you don't have a handle on your prospects by the end of the first hour, it's time to revamp your approach. Here are some pointers.

How to Explain Your Investment Process and Impress Prospects and Clients

Choosing investments is both art and science. When you use an easy mnemonic to outline your selection process, you convey credibility, instill confidence, and relieve anxiety. By taking time to show you have analyzed and demystified the investment process, you demonstrate that you really do know what you're talking about. That's what investors want. Here's how to do it.