Podknife - Follow Up Friday - We Don’t Need Surge, We Need Prospects by The Perfect RIA

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Follow Up Friday - We Don’t Need Surge, We Need Prospects

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Feb 24, 2023
Episode Duration |: 00:14:03

Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

We Don’t Need Surge, We Need Prospects [Episode 192]

What Works Wednesday - Creating A Surge Process That Works For You With John Mason

Worlds to Conquer - A Detailed Look At Surge

http://bit.ly/3xaztWQ

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