EPISODE · Aug 24, 2021 · 29 MIN
2. From Prospect to Client – Welcome to SEIA
from The Millionaire Next Door
Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client? In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors … Read More Read More
Embed this episode
Ready to play
2. From Prospect to Client – Welcome to SEIA
0:00
29:19
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of The Millionaire Next Door?
This episode is 29 minutes long.
When was this The Millionaire Next Door episode published?
This episode was published on August 24, 2021.
Can I download this The Millionaire Next Door episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!