18 - Critical Non-Essentials
TRAP: The Real Adviser Podcast
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The Importance of Initial Onboarding
The first 100 days of any new professional relationship are so important. I want them to be clients of ours, hopefully for a decade and more. The work you do at the front end will pay dividends after time. There's a law of reciprocation. People like a gift. Even if they never read it, people don't throw a book in the bin. They're not going to sit around a nice little inscription in the front because that book does articulate pretty well. It's usually is the Paul Armsom book, Enough as an early stage. And often people will come back to me and say, I've read that. Fantastic. So small, another small thing in there. We
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