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Advisor Elevation

Month: April 2020

3 Tips for Virtual Appointments

April 7, 2020April 7, 2020Matthew Eilers 0
3 Tips for Virtual Appointments

So how do you run a virtual appointment? The answer is – a lot like how you run an in-person appointment. You want to make a good first impression, and a lot of that has to do with how you prepare for the first appointment.

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How to Prospect During the Pandemic

April 1, 2020April 14, 2020Matthew Eilers 0
How to Prospect During the Pandemic

Once you’ve built a reputation for yourself online, or at least the infrastructure to showcase your brand, it’s time to work on your prospecting strategy.

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This site is meant for advisor use only, and not directed toward individual investors. Strategies discussed are for informational purposes only and are not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice.

Matt Eilers is an investment advisor representative of, and securities are offered through, USA Financial Securities Corp., member FINRA/SIPC, a Registered Investment Advisor.

 

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    This site is meant for advisors use only and is not directed toward individual investors. Strategies discussed are for informational purposes only and not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice. Matt Eilers is an investment advisor representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.