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We Don't Need Surge, We Need Prospects [Episode 192]
Episode 192

We Don't Need Surge, We Need Prospects [Episode 192]

The Perfect RIA · The Perfect RIA

February 20, 202327m 57s

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Show Notes

Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience for your prospects, having a top notch process is key. On today's episode, Matt and Micah discuss how the prospect process starts well before someone even shows up to your office, or for that first meeting. They'll share why you want to look at the initial impression the prospect has and the importance of constantly setting expectations. You'll also learn when, and how, to address the topic everyone anticipates - fees.

https://theperfectria.com/podcast/192