Ask Paul – A Look Into The Future Episode 95 – Proactive Pitch Meeting Part 1 – Setting the Stage

May 22, 2023 | By Paul Latham
Financial Advisors Accountants

It’s important to be seen as proactive, and not reactive, especially when it comes to new clients. So, how should you position yourself for success? Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 1: Setting the Stage, on a Look Into the Future!

On LIFT, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham, Principal at Haydenrock Solutions, gives us the answers from the future that we need to become a valued and relevant advisor of the 21st century by answering these critical questions.

Message us on any of our socials or tweet @EvolveNowOnline with #AskPaul to have a question answered on a future episode!