Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide
The Perfect RIA - Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Kategóriák:
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
