“Never sign a contract as is. Get aforementioned ERISA attorney involved.”
FP
Frank Panaccio
Relentless Health Value ·
“We have what's called our expert team… we can't bring an outside expert until we have an actual client… that's when they get very granular.”
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
Play from 1:16:05
1:16:05
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What was described
Only deliver finalized, granular recommendations after involving an expert team (attorney, insurance specialist) once the client has signed the agreement
Said nearby on the same subject
“Please raise your hand if you'd be willing to sign this brief, which had only been signed by Stanley Woodward, who is the associate attorney general.”
♫
Said on Bloomberg Law
“Proppy has a handbook ... once the handbook has been finalized - It's the source of truth ... backgrounder gets loaded on demand.”
♫
Said on Using AI at Work: AI in the Workplace & Generative AI for Business Leaders
“I hired a bunch of teenagers… paid them each like 20 bucks… after a week… the attorney was number one… the only other thing really to do… is to get driving directions.”
AS
Andrew Schottman
The SEO Podcast: Page 2 Podcast ·
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