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5min chapter
Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
Navigating Client Onboarding and Continuous Value Delivery
This chapter delves into the essential steps in client onboarding and developing a robust financial planning process. It stresses the significance of establishing clear expectations, constructing a solid base, and consistently providing value to clients through ongoing reviews and updates.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode