Our Most Important First Meeting Discovery After 12 Intro Calls - Financial Advisor Career

[@investingmusician]

Excellent line of questioning. Thanks for the content! Subscribed.

[@davezoller]

Glad it was helpful! Welcome!

[@davidweimer9592]

Dave, you talk about the one page plan offer…. Do you use a specific software to prepare this plan? Great content!!! Thank you for sharing!!

[@noxemistirpze4843]

Hello Dave, where can I find the specific question you ask in each step?

[@dpol4883]

Thanks for making these, Dave!

[@davezoller]

Glad you like them!

[@millrgenuine]

Great in depth video. Thanks Dave!

[@davezoller]

Glad it was helpful! Thanks for letting me know. This keeps me motivated to keep doing these!

[@millrgenuine]

@@davezoller I just re-entered wm, and have been studying your videos. Don't stop haha!

[@shaneewell7404]

Dave, Thank you for making these videos. I'm trying to get back into the business but will be doing the bulk of my business virtually. Do you have info or videos to help with that? Also I would like your input on creating a new business name if you have something to share on that? Thanks! Shane