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