19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Client Journey
Mr. Smith talks about onboarding new clients, how you work out whether they are a good fit or not and how you politely disengage if they aren't a good fit. And then London is selling incredibly well. I've got 300 tickets to sell and I'm pretty much at about 260. The headline speakers there are Rory Sutherland and my good friend Simon Bucknell is the UK's public speaking champion. So he'll be doing a good show. Last other thing, topical tip bit. Lisbon is now pretty much my favorite European city. Rome is a close second. But yeah, Lisbon is fantastic. And I'm going to be going to Porto as my next European trip, which
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