The Perfect RIA
Standout Prospect Meetings and Documentation for the Win
April 05, 2024
In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the
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
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