Follow Up Friday - Your Client Onboarding Process
The Perfect RIA · Matthew Jarvis & Micah Shilanski
October 21, 202211m 57s
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Show Notes
Key takeaways from this week's episodes.
Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week's highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you create a hyper specialized practice.
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