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Season 1 · Episode 66
Getting Past the First Prospect Meeting [Episode 66]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
February 14, 202034m 50s
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Show Notes
Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you can truly serve well. You will also find out what they do personally to vet clients and get through the first prospect meeting with clarity and purpose.
You can find show notes and more information by clicking here: https://bit.ly/37lVrqu