In this video I share how Financial & Investment Advisors should handle their 1st Meeting


Here’s what I cover:

  1. The old way of doing your 1st meeting
  2. The new way of doing the 1st meeting
  3. The "Prospect Experience" you can create using social media to book more meetings

Check out this video and let me know what you think in the comments below.


To Your Success (that relies on social media)


Deepak Patel


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