Perfect First Appointment
Book cover to The Perfect First Appointment guide

BONUS! You’ll receive the perfect post-seminar and post-appointment letters to send to your prospects so you can seal the deal. Take advantage of this $30 million advisor’s process and start closing prospects! 

The Perfect First Appointment from a $30 Million Producer 

Grab prospects’ attention from the moment they walk in the door and turn them into your best clients.  


Click here to discover everything you need to host a successful first appointment, like how to: 

  • Build strong relationships and trust right away. 
  • Properly identify prospects’ concerns and how to address them. 
  • Leave them hungry for more!