Podknife - Getting Past the First Prospect Meeting [Episode 66] by The Perfect RIA

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Getting Past the First Prospect Meeting [Episode 66]

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 14, 2020
Episode Duration |: 00:34:50

Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you can truly serve well. You will also find out what they do personally to vet clients and get through the first prospect meeting with clarity and purpose.

You can find show notes and more information by clicking here: https://bit.ly/37lVrqu

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