Resources
Transparency with Diana B.
Celebrity Estates: Wills of the Rich and Famous
Financial Advisor Success
WMRE Common Area Podcasts
Craig and Patrick discuss what processes you should develop to find prospective clients and educate them prior to their first consultation, as well as how to engage a completely willing new client without having them make big leaps to the full commitment when they’re not ready.
Listen to the podcast
0 comments
Hide comments
