A $3 million prospect, a 30-minute meeting
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with a $3 million dollar prospect. The critical question: When you have only 30 minutes, how do you maximize the chances of a positive outcome? Dan goes through five steps for getting the best results in 30 minutes.
- By: Dan Richards
- April 5, 2014 October 30, 2019
- 12:30