The Advisor Solutions Podcast EP 25- Mastering The First Appointment

Do a majority of your first appointments just flow? Do they seem like a repeatable process where you sit down with a prospect, who is a stranger and it feels like you’ve known them forever? Or, is it hit-or-miss in that some people you connect with while others you do not?

If so, know this… you, are not alone!

Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers, are hoping to make a connection because they don’t have a formalized process for mastering their first appointments. The reason that they don’t know it is because they have been “winging” the first appointment process. As I said in the previous podcast, “winging it", doesn’t work!

In this episode, learn a process for mastering the first appointment.