Podknife - Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide by The Perfect RIA

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Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

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 13, 2022
Episode Duration |: 00:40:42

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.

https://bit.ly/3edEwzN

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