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Business & Strategy · A planning firm's first meeting with a referred couple: a 15 slide presentation in dollars, not percentages, and the one page leave-behind they take home

The Rivermark First Meeting

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What they asked for

“Hey Laura, a couple referred by a client is coming in Thursday.”

What came back

A sample 15 slide first meeting and leave-behind.

Make one like this
Read the full request

Hey Laura, a couple referred by a client is coming in Thursday for a first meeting. Make the sample presentation I walk them through: who we are, how we work with families like theirs, what the first year looks like, and a one page leave-behind they take home. Plain words, dollar figures not percentages. Invent the firm and the couple.

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