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Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
The Perfect RIA
Introduction
A preview of an upcoming master class on the prospect process and client onboarding, comparing it to baking where each step is critical for success. The hosts stress the importance of following a structured process for successful client outcomes, sharing personal insights to underscore the significance of each onboarding step.
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Listen to the best highlights from the podcasts you love and dive into the full episode