Podknife - Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive by The Perfect RIA

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Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive

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 |: May 18, 2022
Episode Duration |: 00:05:12

How to make sure your clients are an ideal fit.

https://bit.ly/3kuCryW

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