The Importance of a Post-meeting Checklist

The Importance of a Post-meeting Checklist

Nailing that initial prospect meeting is crucial if you are to have any chance at starting a relationship. If you follow your first meeting preparation checklist to a T,...

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5 Things Nervous Clients Need from You

5 Things Nervous Clients Need from You

Let's chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money's exposed to volatility, clients are on an emotional roller coaster...

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