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

The Perfect RIA

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Putting the Pieces Together - The Pro Tip

Mike: I want to empower right in the because it's a team approach. A lot of it is what works like me sitting on my pedestal boy, aren't I so smart? But it doesn't actually get done. And if I say, great, my team is really good at paperwork. If I take just a few minutes to say, here's what the accounts we need. Also pre-emps me being upset down the road that I didn't communicate that,. hey, actually we want to open this Roth account, even though they don't have Roth like I want to open one. Mike: One of the things I love doing with prospects is explaining, here you came

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