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Meeting with Financial Advisors: How to prepare, present, and position for success.

Are you expanding your business by partnering with Financial Advisors? How you prepare, your positioning of the service you provide, and the questions you ask could be the make or break of your initial conversations.

In this fast paced course, we'll walk through how to prepare for the meeting, a view of planning through the lens of an advisor, and a series of questions that will get you started on your journey to ensuring your meetings are effective!

The Course Includes:

How to prepare for an advisor meeting.
Financial Strategies and risk management through the lens of an Advisor.
A conversation sequence with great questions to move your relationship forward.
Download: Advisor Pre-Meeting Fillable Form
Download: 105 Questions to ask Advisors