Okay, a retired couple you've never met comes into your office as a referral with $1M to invest from the sale of a business. What do you do to do make a good presentation? I recently fucked this up.

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You don’t present anything to someone you are meeting for the first time. Ask questions and listen. Set up a second meeting to go over your recommendations

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Avc, what year do you come from?

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I work in Russia!

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Be nice... smile.... engage them... listen... reassuring them that you respect that thisis a big decision and you will be moving at the pace they are comfortable... in the meantime park itin a brokerage account earning something while they work with you to put together a portfolio they are comfortable with...

You ask them to prove the money is legit, show proof of sale, tell them you are very scrupulous with your reputation. Make them feel they are lucky to meet you. Then whatever you say they will lap up.

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