What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. <a href= "https://bit.ly/3edEwzN">https://bit.ly/3edEwzN</a>

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. https://bit.ly/3edEwzN

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. <a href="https://bit.ly/3edEwzN" rel="noopener noreferrer">https://bit.ly/3edEwzN</a>

Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

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