The Perfect RIA

Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]

Feb 26, 2024
Matt and Micah share insights on perfecting the prospect process by creating value in the prospect's mind. They emphasize the importance of small details in setting up successful first meetings, including personalized greetings and positive environments. The podcast explores strategies for maintaining focus, setting boundaries, and using evidence-based affirmations for confidence in client interactions.
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