Podknife - Worlds To Conquer - Client Onboarding - Creating A Solid Foundation by The Perfect RIA

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Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

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 20, 2022
Episode Duration |: 00:34:29

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.

https://bit.ly/3RQnkOL

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