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Dude, You Started It!

Dude, You Started It!

The Perfect RIA · The Perfect RIA

August 31, 202337m 44s

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Show Notes

Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship.

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