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.
Mistakes happened, now what?
See Moreelements that can make or break a potential sale
See MoreThe Importance of Post-Exit Planning
See More