Episode 106
How to Build an Onboarding Process That Creates Lifelong Clients
Human-centric Investing Podcast · Hartford Funds
September 18, 202329m 20s
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.