When working with new clients the success of our meetings are often determined by the quality of the questions we ask. In today’s episode Tammi asks Kim how she navigates the first appointment with a client and what she does to make it a win/win experience.
Together they’ll talk about how she finds out if the new clients are accredited investors and how begin the conversation about life insurance. This is a great episode full of wisdom for veteran advisors or those just starting out.
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