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21min chapter
Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
Evolution of Client Onboarding Practices in Financial Advising
The chapter explores the evolution of client onboarding practices in financial advising, emphasizing the strategic timing of client interactions throughout the year and the importance of delivering ongoing value to solidify relationships. It discusses setting clear expectations with clients, trusting instincts, addressing estate planning, and incorporating a client's passions into their financial plan for post-retirement happiness.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode