5min chapter

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Stacking The Odds In Your Favor [Episode 207]

The Perfect RIA

CHAPTER

How to Choose the Right Clients

Micah: Are they personable? Are they productive? Are they going to be profitable? And that personal one is always what it starts off with. If they meet the three P's, I always ask them to become a client. Micah: The last thing, the most effective way to play this role is to find an advisor that you respect who has success of his own.

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