Worlds To Conquer – New Client Onboarding – What Information New Prospects and Clients Provide
What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.
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Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?
Keep calm (stick to the process) and schedule on.
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Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
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Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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