RIA Operators
Log In
Community
Classroom
Calendar
Members
Map
Leaderboards
About
Log In
3
Lauren Linn
Jun '25 •
Questions
15-Minute Introductory call for prospects
Do any of your offices offer a 15-Minute Introductory call to prospects to vet them? If so, who is doing that call i.e. the advisor, marketing, operations? Can you also share the questions that are asked on that call? TIA
Like
5
6 comments
3
15-Minute Introductory call for prospects
RIA Operators
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
1.2k
Members
2
Online
5
Admins
JOIN GROUP
Leaderboard (30-day)
1
Mark Hany
+3
2
Tabitha Williams
+2
3
Sami O'Shaughnessy
+2
4
Brittany Welch
+2
5
Ian Maxwell
+2
See all leaderboards
Powered by