The first meeting can make or break the relationship. E4IS Regional Vice Presidents Shayne Fickling, CLU, ChFC, LUTCF, RICP, and Shane Van Patten, CLTC, discuss how to identify the ideal client, what to say to open the conversation, how to prepare for a meeting, and the key fact-finding steps to take during that first interaction.
The BREWcast will be posted at 10 AM (CDT).
