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CLIENT JOURNEY

Meet & Greet

A casual conversation to connect, get acquainted, and continue the conversation.

30 minutes Location BPPHQ Virtual Offices Hosted by Chanda Ali & JABARI ALI

BEFORE YOUR APPOINTMENT

Prepare for your meeting

  • Invite any key decision-makers who should be part of the conversation.
  • Gather any information requested by your BPP Wealth Strategist.
  • Write down the questions you want to make sure are answered.
Who should attend?

Your Wealth Strategist will guide you through the meeting and explain the next step.

Times are shown where you are booking. Calendar invitations automatically adjust for every attendee.

1

Select a date and time

Only currently available dates are selectable. This appointment requires at least 24 hours’ notice.

Available dates

Dates with available appointments

AVAILABLE TIMES

Select a date

Choose an available date from the calendar.

Select an available date and time to continue.
2

Tell us who is attending

Each decision-maker receives the calendar invitation and meeting details as soon as the appointment is reserved.

Required for appointment details and reminders by text. Message/data rates may apply; reply STOP to opt out.

Additional attendees

Add a spouse, partner, family member, advisor, or another decision-maker.

One final note: Submitting this form immediately reserves the selected time. Each attendee will receive the calendar invitation and meeting details.