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What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]

The Perfect RIA

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The Body Language of a Financial Planner

Michael Slater: Body language is so subtle, you can pick up on those subtleties more easily of a deeper relationship. He says it's about giving that individualized attention even when it was borderline rude in the meeting to do that. Slater: I would argue that digital paperwork is more difficult than physical paperwork. It cannot be hit or miss with a custodian.

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