How a Client Meeting Checklist Deepens Relationships and Increases Introductions
Jun 11, 2014
By Rob R.
What's Working Now: This advisor created a detailed client meeting outline to make his meetings with clients more productive. The structured meetings help build trust, earn introductions, and pave the way for well-attended client events.
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Horsesmouth, LLC. All Rights Reserved.