Dude, You Started It!
Podcast |
The Perfect RIA
Media Type |
audio
Categories Via RSS |
Business
Business News
Investing
News
Publication Date |
Aug 31, 2023
Episode Duration |
00:37:44

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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