Day: January 16, 2020

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Thrilled to have Dan Solin guide us through what financial advisors should say in the first meeting with a prospect.

Dan Solin’s Instructions for a Human First Meeting

I always love hearing Dan Solin discuss his human and relatable approach to building relationships. Thrilled to have one of the best in the profession

January 16, 2020

Day: January 16, 2020

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Dan Solin’s Instructions for a Human First Meeting

Are you sick of the BS yet?

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