Updated Wednesday, July 23, 2014 as of 2:05 AM ET
Practice - Client
13 Steps to Avoid Fumbling Your First Meeting With A Prospect
by: William Ainson
Saturday, September 1, 2012
Partner Insights

Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting.

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