Ask Paul – A Look Into The Future Episode 96 – Proactive Pitch Meeting Part 2 – Q&A

June 5, 2023 | By Paul Latham
Financial Advisors Accountants

How should you be positioning yourself to new prospects? We’ve seen the presentation – so let’s dig in deeper, to understand how we can prepare ourselves for success. Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 2: Q&A, 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!