19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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How to Get a New Client on Board as an Investment Company
I'll then have the initial phone call, usually. After that, I'll send them a link that explains my fees and service. Then we have the strategy meeting where I build their financial master plan live with them. And after that, we do all the compliance regulation to get the them on board as a new client. Andy, your hand was raised. Maybe still got some of this?
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