Episode #40: Co-Designing A Plan

After meeting with a client and finding out that they are a good prospect, it’s time for a second meeting and a strategy planning session. On today’s episode Dan Cuprill explains in detail how to put together a solid strategy in a way that the client can truly understand. He lays out how the meeting should go in a step-by-step manner that will show you exactly how to gain clients that will trust you with all of their assets. Dan once again compares how doctors work with their patients and how advisors should work similarly with their clients. He...

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