Even in our digitally-driven world, nothing can replace live interaction - especially when it comes to developing a financial plan. A face-to-face appointment gives you the chance to read a prospect’s reactions and use everything that makes you great at selling financial products (your expertise, persuasion, care, charm, etc.).

You only get one shot to make a good first impression, which is why we’ve developed this short guide. The tips and guidelines here will help ensure that your first appointment with a new prospect is a perfect one.

What's inside:

• Meeting do's and don'ts
• Open-ended questions to get the conversation going
• A sample Perfect First Appointment script

Submit your information to download your Perfect First Appointment guide or give us a call any time at 800-255-5055.