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.  


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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