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.


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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.