31 min
Getting the First Appointment - Part 2 [Episode 67] The Perfect RIA
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- Investing
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off. The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect.
You can find show notes and more information by clicking here: https://bit.ly/2SFIsvR
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off. The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect.
You can find show notes and more information by clicking here: https://bit.ly/2SFIsvR
31 min