Financial Advisors, print the first meeting questions one-pager for your next meeting https://www.streamlinemypractice.com/best-first-meeting-questions We’ve tried a lot of different ways to open first meetings with prospective […]
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Josh Sebo (COO of OfferVault), Adam Young (CEO of Ringba), industry legend Harrison Gevirtz and special guest Cari Hartman (VP of Business Development at Policy Jar) […]