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Dan Solin’s Instructions for a Human First Meeting

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

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 as he guides us through what financial advisors should say (and should not say!) in the first meeting with a prospect.

I know you will enjoy!

Music is Arp Bounce by Geographer.

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