Episode 06 - Matt Eilers: Best Practices for a Better First Appointment

Episode Summary
In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know somebody in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.