Appointment Setting

There are a lot of little things that lead to becoming a great producer, that lead to more success and allow for more fun for you and your client alike.

Many advisors just don’t like to work hard enough to force the action and practice an engaging style!

They would rather play the cat-n-mouse game.

Here are several techniques that “engaging advisors” use to build rapport and trust before the appointment even begins.

Qualifying Your Appointments