What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
The Perfect RIA
00:00
Is There a Difference Between Blue and Pink?
Set up a meeting with the client that they either come to your office with their computer or you'd help them into a screen share on their computer with your team. Not a soul on earth understands that paperwork, so anything I can do to make it easier to do is critical. You're going to log online to your Schwab account and see a million dollar balance also says zero. It's very easy for the client to drill in on the things that like that.
Play episode from 22:38
Transcript
