If you’re a new planner, chances are you’re excited and a little nervous
when it comes to hosting a professional meeting with a potential client, especially if you’ve never done it before.
One of the biggest challenges and the most commonly asked questions and concerns I see come from new planners that are worried about getting it right.
You really only get one chance to make that first impression.
If you’ve ever wanted to be a fly on the wall during a client meeting, here’s your chance to really get the inside scoop.
I walk you through my entire process, meeting by meeting, so you’ll know the types of things you’ll need to be ready for
when facing a couple inquiring about your professional services.