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2min chapter
It’s All About That Prospect: Being Intentional and Gathering Information
The Perfect RIA
Strategic Prospect Gathering Strategies and Information Collection Process
This chapter highlights the significance of intentional prospecting, stressing the importance of tracking systems, defining ideal clients, and focusing on value delivery rather than sales. It also explores the process of gathering personal financial data from prospects to optimize initial meetings.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode