Step 1: Check your inbox.
A calendar invite is on its way. Add it to your calendar now so it doesn't get buried. Don't see it in a few minutes? Check your spam or promotions folder.

​

Step 2: Protect the full 30 minutes.
Join from a quiet spot where you can talk openly about your firm. If a partner shares growth decisions with you, bring them too.
 

Step 3: Have three numbers ready.

• Your average planning engagement fee

• How many new planning clients you sign in a typical month

• How many more you could take on if your calendar were full
   

That's all we need. It lets us show you exactly what 10 qualified appointments in 45 days would mean for your practice.
 

Step 4: Need to move it?
Use the reschedule link in your confirmation email. We'd rather move the call than miss it.

See you on the call.

— Yuvraj, SellTaxPlanning