10 Common Mistakes

Among people who are professionals (CPA, CFP, JD, etc.) and others who are in the business of providing a valuable, problem-solving expertise or service you’ll find that most don’t know how to effectively make the most of their first meeting with a prospective client.

In fact, while doing the work for a client may be a high point for most, the actual meeting you have with a prospect is often one of the least exciting things you can do.

 

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