Worlds To Conquer - Client Onboarding - Creating A Solid Foundation
The Perfect RIA · The Perfect RIA
October 20, 202234m 29s
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Show Notes
Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house.
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