Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Categories:

Having issues in prospect meetings? It’s incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your team. They share how they get their teams prepped for surge, as well as what it takes to move through it and transition out of it smoothly. You can find show notes and more information by clicking here: https://bit.ly/3qNZ4lB