The Perfect RIA

Encore Episode: Who Are Your Prospects?


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What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team.

Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it’s important to create an environment where your team can respectfully push back.

Encore Episode: Who Are Your Prospects?
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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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