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.
The biggest challenges and the most common questions and concerns from new planners is that you’re 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 to be ready for
when facing a couple inquiring about your professional services.