They say first impressions are everything and you only get one chance to make them. So what impression do you desire to impress upon your ideal prospects? Are you currently emulating the best of the best in our industry? Are your first impressions as good, better, or worse, than your competitors?
I’m confident that you dress and act professionally. However, how does your prospect know that you are the premier financial professional they have been hoping to find? The first time your prospect meets you they know nothing about you. They don’t know about the written planning process that you use to lead your prospects.
You do have a planning process, right? As part of Consistent Advisor you will, so don’t stress over that.