We Don't Need Surge, We Need Prospects [Episode 192]
The Perfect RIA
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Where Do You Keep the Money?
Jarvis: I never have objections in my prospect process. Never, ever, ever, all I have, and this is my mindset hacks, I have places where people haven't been properly educated. Or they're not a good fit, right? And I always pick extreme examples. The question wasn't what custodian do you use for client assets? It's where do you keep the money? You take the exact verbiage, the exactVerbiage that a client uses. If you're getting multiple questions, you use that same verbiage in your Q&A.
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