Elementality for Financial Advisors | Elements Financial Vitals System™

Breakfast Meetings: A Secret Prospecting Weapon


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In the age of email, smart phones, and social media, it's easy to forget the power that comes from directly connecting with people. Prospect events can work, but discovering the best approach often takes too much guesswork. On this Elementality, Carl explains why breakfast meetings make the ideal prospecting event and provides the recipe for putting one together.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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