Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
00:00
How to Schedule a First Meeting With an Advisor
When you sign up for a meeting with us, we use schedule once. It basically says name, email address, level of income, total assets and do you want an advisor to manage your investments or not? Because we want to understand that too. So we have that information going into that first meeting. You've got some senses to whether they're a fit or not. And as I'm presuming in practice, the first outcome is just literally like, am I going to even try to schedule a second meeting and continue this conversation?"
Play episode from 01:12:19
Transcript
