Podknife - What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173] by The Perfect RIA

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What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173]

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 |: Oct 10, 2022
Episode Duration |: 00:31:12

Your prospect just said 'yes'—now what? Don’t panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to lay the groundwork early and communicate the processes you have in place. Today, they share the different elements of creating and implementing a process, as well as real-life insight from how they make it work in their own practices.

You can find show notes and more information by clicking here: https://bit.ly/3SA3d8H

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