The Perfect RIA cover image

Worlds To Conquer - New Client Onboarding - Setting Expectations

The Perfect RIA

00:00

Plan Your Federal Retirement Is Your Lead Source

Plan your federal retirement is our lead source. This is how we deliver education on finances to federal employees. Most financial advisors get prospects from referrals, which is fantastic. That is the best kind of prospect to meet with because somebody else has already done a lot of that heavy lifting and established a lot of trust factors.

Play episode from 02:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app