Module 3 | The Best First Meeting Ever Integrating Fee Planning Into Your Practice Module 3 | The Best First Meeting Ever Module Content 0% Complete 0/11 Steps Lesson 1 | Approach Talk Milestones (1:27) Lesson 2 | Decision 2 – Agree to Engage (1:17) Lesson 3 | The Planning Horizon Conversation (11:47) Lesson 4 | Structure of the Approach Talk Meeting (1:35) Lesson 5 | Present Talk (1:25) Lesson 6 | Appreciate and Bridge Talk (1:29) Lesson 7 | Right Fit and Efficient Meeting Plan (5:23) Lesson 8 | Wealth Optimization System (4:24) Lesson 9 | Engagement Letters (1:33) Lesson 10 | The Planning Table Lesson 11 | Implement What You’ve Learned (0:37) Previous Module Back to Course Next Module
