The Perfect RIA cover image

Encore Episode: So Is This What You Do In YOUR Practice?

The Perfect RIA

00:00

Trace New Clients: Analyze Last 20 Onboarded

Matthew proposes listing the last 20 clients, documenting their sources to find what truly generates business.

Play episode from 14:50
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app