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4min chapter
Prospecting That Works for Advisors
The Perfect RIA
Enhancing Financial Practice Efficiency and Profitability
The chapter delves into the significance of a clear pricing policy in financial advisory practices, highlighting core values such as client value, time management, and profitability. It provides actionable insights on effective prospecting strategies, tracking methods, and the importance of discipline for success, with a reminder to reach out to the podcast for support.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode