You’ll hear from:

Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA

Episode breakdown:

0:29 – Communicating the two goals for the initial meeting
1:55 – Creating accountability in the prospect for the advice you give
3:24 – Determining whether or not you and a prospect are a good match
5:01 – A common mistake advisors should be aware of