When you set up a meeting with a cold prospect, someone who was referred to you, or even a center of influence, it’s a good idea to send them some questions to answer prior to the meeting.Sending out a questionnaire prior to a meeting accomplishes a few very important things.It reflects a degree of professionalism, […]
Podcast
Choosing a Web Platform that Rocks your Financial Advisor Firm
So you’ve decided it’s about time to give your website an overhaul.
February 25, 2019
