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Module 1 | Rapid Intro
1 Lesson
Lesson 1 | Milestones
Module 2 | The Best First Meeting Ever
8 Lessons
Lesson 1 | The Planning Horizon Conversation
Lesson 2 | Structure of the Approach Talk Meeting
Lesson 3 | Present Talk
Lesson 4 | Appreciate and Bridge Talk
Lesson 5 | Right Fit and Efficient Meeting Plan
Lesson 6 | Putting It Together
Lesson 7 | Wealth Optimization System
Lesson 8 | Engagement Agreements
Module 3 | Moving Forward
1 Lesson
Lesson 1 | Implement What You’ve Learned
Module 4 | Congratulations!
2 Lessons
Lesson 1 | Promise Stage Completion
Bonus!
Return to Promise Stage

Module 2 | The Best First Meeting Ever

Promise Stage Module 2 | The Best First Meeting Ever
Module Content
0% Complete 0/8 Steps
Lesson 1 | The Planning Horizon Conversation
Lesson 2 | Structure of the Approach Talk Meeting
Lesson 3 | Present Talk
Lesson 4 | Appreciate and Bridge Talk
Lesson 5 | Right Fit and Efficient Meeting Plan
Lesson 6 | Putting It Together
Lesson 7 | Wealth Optimization System
Lesson 8 | Engagement Agreements
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