What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173]
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Your prospect just said 'yes'—now what? Don’t panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to lay the groundwork early and communicate the processes you have in place. Today, they share the different elements of creating and implementing a process, as well as real-life insight from how they make it work in their own practices. You can find show notes and more information by clicking here: https://bit.ly/3SA3d8H