Profitable First Meeting Masterclass

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1.5-hour virtual classroom session
The exact language Top Advisors use to close $2.5M of planning fees
Video Replays to revisit & reinforce your skills
Tuition Discount to join The industry-renowned Financial Planning School where advisors create six-figure recurring revenue streams - without walking away from product sales and investment-only clients
Bonuses:
Advisor First Meeting Effectiveness Scorecard: This tool gives you instant clarity—and a clear growth target—so you can start seeing results, faster.
Q² Advisor Meeting Navigator: This tool helps you run first meetings that convert—every time.
15-Minute Hot Seat Coaching Session: go deeper on the one area you identified during the masterclass or in your First Meeting Scorecard.