The Financial Advisor’s Edge Podcast

The First Appointment: Steps to turn a prospect into a client


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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we discuss how to hold impactful first appointments with prospects and how to turn prospects into clients. 

Visit our website at:  www.thefinancialadvisorsedge.com

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The Financial Advisor’s Edge PodcastBy Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

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