The Right Value And The Right Clients with Guest Jason Speciner
The Perfect RIA · The Perfect RIA
May 24, 202326m 48s
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Show Notes
An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and who is the right fit for them. On today's episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients.