Marketing Wiz’s Post

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What happens when your firm gets a new prospect or lead? If the first step and all the following steps aren’t clearly articulated, your team may be leaving business opportunities on the table. Over the last eight years, every high-performing RIA that we’ve worked with has a written sales process that is understood but everyone at the firm — from the leadership team to summer interns. In a recent article, we shared the other 9 “best practices” that separate high-performing teams from everyone else. https://bit.ly/3QweiZo

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