Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
The discovery meeting process starts well before your first meeting with a prospective client.
Wealth/Stack Conference Recap: Should Advisors Be More Like Amazon or More Like Ritz-Carlton? Yes!
Dennis Morton and Matt Wilson discuss four key themes from Wealth/Stack 2019
Key Insights From the 2018 Barron’s Top Independent Advisors Summit
Key takeaways from the 2018 Barron's Top Independent Advisors Summit and how forward-thinking advisors can put these insights into action right now to transform and grow their businesses