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

The Perfect RIA

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Getting More in Depth Into Client Processes

Micah: I remember those days, it's actually very painful even to think about it. When I had a client's upfront and had no idea what I was going to talk about for my two hour meeting block that I had with the client. Micah: So we're doing this webinar this week because it's occurred to me that really nowhere in the industry do we peel back the curtains on a practice? Like you're going to be talking about one of the things as soon as I walk out of that prospect meeting, for example,. We sit down and do the thing which is bringing new clients onboard.

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