Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide
The Perfect RIA · Matthew Jarvis & Micah Shilanski
October 13, 202240m 42s
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
What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.