The Perfect RIA
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
February 26, 2024
Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences, including awkward encounters and struggles to
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew J
Visit Podcast Website
RSS Podcast Feed
Subscribe
Share
Add to MyCast