---
title: Free Perfect First Appointment Guide
description: The tips and guidelines in The Perfect First Appointment guide will help ensure that your first appointment with a new prospect is a perfect one.
---

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# Master the art of in-person prospecting meetings

![Perfect First Appointment Guide DL (3)](https://resources.iamsinc.com/hubfs/Perfect%20First%20Appointment%20Guide%20DL%20(3).png "Perfect First Appointment Guide DL (3)")

 

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.

### Submit your information here to download your Perfect First Appointment guide

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