Before Your First Client Engagement Meeting
In this lesson, Jim walks through how to effectively prepare for a Certainty Advice Engagement Meeting.
Lesson Tag: 1st/2nd chair
Before Your First Client Discovery Meeting – 48 hours prior discovery
This lesson covers the tips, materials and checklist for the essentials you need to make the best start.
Before your first client discovery meeting – Step 1
This lesson covers everything you need to know before having your first discovery meeting.