PartnersFinancial Podcast

Episode 42: Creating Effective Meetings with Professional Advisors


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Ryan Barradas, Managing Partner WealthPoint, joins the podcast to talk about how he and his team create effective meetings with professional advisors:
• Setting the stage and creating an agenda meeting with professional advisors
• Creating a no-pressure buying atmosphere, including finding new clients to work with
• Best practices for follow-up and setting the next meeting
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PartnersFinancial PodcastBy NFP

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