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Podcast: For Advisors By Advisors
Episode: For Advisors by Advisors- Why Having a Pitch Book about Your Process For Planning is Key when Speaking with Prospective Clients?
Description: In this episode, your host, Evan J. Mayer goes over the benefits of having a “pitch book” when discussing their process for planning, investment management, insurance, Etc. Evan dives into what is in his pitch book and how he uses it prior to walking clients through a sample financial plan. Hope you enjoy it!Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast. I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to m...