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  • Initial protégé’ meeting is the most important


  • Set the cornerstone for trust


  • Pick the right environment - atmosphere


  • Integrate protégé’s Board of Directors as the relationship progresses


  • Set the stage to explore/entertain the possibilities


  • Research for success


  • Find a common ground with the protégé


  • Establish a plan to build rapport


  • Script and dry run the meeting beforehand


  • Ensure the location fits your research and conveys the right messages - ambiance  


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