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We Don't Need Surge, We Need Prospects [Episode 192]

The Perfect RIA

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The Only Hard Sell Is the End of the Day

Micah Scholansky is a financial advisor in New York. He says it's important to set expectations for clients from the start of an initial consultation. "The only hard sell is at the end of today, I'm gonna say, hey, do you wanna meet again?" he said.

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