Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide
The Perfect RIA - En podkast av Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Kategorier:
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
