15-Minute Introductory call for prospects
Do any of your offices offer a 15-Minute Introductory call to prospects to vet them? If so, who is doing that call i.e. the advisor, marketing, operations? Can you also share the questions that are asked on that call? TIA
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6 comments
Lauren Linn
3
15-Minute Introductory call for prospects
RIA Operators
skool.com/ria-os
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