Dan Solin’s Instructions for a Human First Meeting

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January 16, 2020

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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.

Any questions? Send 'em in!

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