What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
The Perfect RIA
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The Five Things That Are All in Order
"I got to move at the speed of my client. Sure the cap is that one hour that's going to be there," he says. "If I can deliver value in the clients role and stuff and they want to leave early, then by God, let them leave early." If we've covered the things that are on their list, right? And it's just on boarding, right?"
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Transcript
