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  • Writer's pictureConvergent Financial Group

First Meeting: What to Expect

A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give you my best sales pitch, something akin to a high pressure timeshare salesman. Meanwhile, you're sitting there desperately trying to come up with an excuse to escape. I promise, it's nothing at all like that... watch this video and see.

Stay tuned for future videos where we go a little deeper into the topics I mentioned in the video.

If you're ready to schedule your intro meeting with me, you can do that here.


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