Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]

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

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What happens when a prospect says, “I have time tomorrow at 2 pm”? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them. You can find show notes and more information by clicking here: https://bit.ly/35gUBQO