Episode 109
How the First 100 Days Impacts Your Clients Relationships
Human-centric Investing Podcast · Hartford Funds
October 30, 202329m 32s
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Show Notes
The first 100 days determines the longevity of your client relationship. Libby Greiwe, host of the Efficient Advisor Podcast, details how to elevate your onboarding process so clients can become referral-generator machines.
Libby Greiwe is not affiliated with Hartford Funds