Podknife - Follow Up Friday - Your Client Onboarding Process by The Perfect RIA

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Follow Up Friday - Your Client Onboarding Process

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Oct 21, 2022
Episode Duration |: 00:11:57

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.

https://bit.ly/3Coueow

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