Linds Lewis, ChFC®, CFP®, MBA (she/her)
47:15
Resources from the Intentional Advisor https://www.theintentionaladvisor.com/WWW
Sarah Vincent
57:02
What kind of information do you include in the "Outline of next steps" to a prospect who may not be a best fit right now? How do you leave the door open for them to reach out when the time is right to reevaluate a relationship?
Linds Lewis, ChFC®, CFP®, MBA (she/her)
01:05:27
https://linktr.ee/womenworkinginwealth
Linds Lewis, ChFC®, CFP®, MBA (she/her)
01:05:57
https://share.hsforms.com/1H8cxd6f8T8eFArinHW6F0wzmqs?utm_medium=email&_hsmi=224045349&_hsenc=p2ANqtz-9e4o6t7D_IgZ4Wch8ZrfkRTKL4JrgHdF5XgYopAqtg7CvAXYtEqztcT2bXfnnDfCmgNbe2jtplI3Wr1E2KJQR93_WksLYa1VHCOtDHfjUILAd00hg&utm_content=224045349&utm_source=hs_email
Linds Lewis, ChFC®, CFP®, MBA (she/her)
01:06:11
https://www.youtube.com/watch?v=dU6zTDyqg0o&feature=youtu.be
Linds Lewis, ChFC®, CFP®, MBA (she/her)
01:07:14
Book recommendation: https://www.amazon.com/Advice-That-Sticks-financial-advice/dp/1788600142
Sarah Vincent
01:07:15
Turn away anyone not holding $100K+
Linds Lewis, ChFC®, CFP®, MBA (she/her)
01:13:12
https://www.theintentionaladvisor.com/WWW
E. Chung
01:13:51
Great session. Thank you.
Caroline
01:14:03
Thank you so much!!
Monica Yarbrough
01:14:10
loved this session
Lyndsey Monahan
01:18:37
Thank you!!
Kristina
01:18:48
Thank you, enjoyed the session!