Importance of Documentation and Custom CRM System

In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients.

When Prospecting Goes Wrong Resources in today's episode: - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.