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After subscribing to the software, how long should I wait to give a presentation?

The best advisors give themselves at least two weeks.

The best advisors give themselves at least two weeks to:

  1. learn the tools
  2. ask questions
  3. understand the presentation
  4. put at least a few existing clients through the process, so that they can more easily communicate to prospects what to expect.

If you are looking for additional tips for conducting effective seminars check out our blog.