![Getting the First Appointment - Part 2 [Episode 67]](https://static.libsyn.com/p/assets/f/5/5/a/f55a99a4a1e3b389/TPR_Artwork.jpg)
Season 1 · Episode 67
Getting the First Appointment - Part 2 [Episode 67]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
February 21, 202031m 20s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off. The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect.
You can find show notes and more information by clicking here: https://bit.ly/2SFIsvR