Are you wondering how we prepare for Client Surge Meetings?
Get the tools you need to succeed during your next surge with our Client Surge Meeting Template.
We will also provide you with access to a video training where we walk through
how to use this template to deliver massive value.
Privacy Policy: Spam does not Deliver Massive Value. We promise to keep your email safe
and only let you know when we have something that can help you out.
Are you wondering how we prepare for client meetings during Surge?
Get the tools you need to succeed during your next surge with our Client Meeting Template.
We will also provide you with access to a video training where we walk through
how to use this template to deliver massive value.
Privacy Policy: Spam does not Deliver Massive Value. We promise to keep your email safe and only let you know when we have something that can help you out.
The Client Surge Meeting Template will cover...
- How to make your clients feel like you know them deeply and that you truly care for them.
- How to eliminate last minute rushes before your surge meetings.
- Detailed instructions for your team on what they need to prepare for the advisor, prior to the meetings.
- The one page document you need to unlock your capacity to have back to back meetings and Deliver Massive Value, even more than before!
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice.
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