The Workflow of Prospecting with Financial Planning

In this next part of the prospecting series, we're going to look specifically at the workflow involved and how planning comes into play.  

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The Evolution of Prospecting with Financial Planning

I’ve known and worked with a lot of advisors over the years.  In my wealth management life, I led operations for a $500M RIA, and in my inStream life I’ve led the product team (and now the marketing team) since the inception of the company back in 2010.  I take an active role in supporting our clients and speaking with prospective clients, all ofwho range from solo-practitioners to large enterprise organizations.  To be honest, it’s one of the best ways to stay current with industry trends.

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