Free Live Training

How Real Financial Advisors Can Quickly Connect with Prospective Clients in the First Meeting

Absolutely awesome!! I used these very strategies this morning and it felt amazing! The client's exact words were, "I wish I could've met you in my 20s!" A second appointment is on the books and both the client and I are excited about it!

-Anthony

Your Host: Carl Richards

  • Founder of Behavior Gap and The Society of Real Financial Advisors.
  • Creator of the New York Times Sketch Guy Column.
  • Author of The One Page Financial Plan and The Behavior Gap.

 

When: Wednesday, June 11th at 4:30PM Eastern (New York)

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