In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.
Keep calm (stick to the process) and schedule on.
See MoreBuilding trust through personal stories.
See MoreMatthew 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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