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The Perfect RIA
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
Jan 12, 2024
13:17
In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.
Prospect Process - Why Prospects Say No [Episode 238]
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
Empowering Futures: Goal-Setting Strategies for Young Adults
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode