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3min chapter
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
The Perfect RIA
Client Onboarding and Process Efficiency in Financial Advisory
This chapter emphasizes the critical role financial advisors play in guiding clients through personalized onboarding processes to kickstart their financial journey. It showcases the complexities of asset transfers, investment dialogs, and regulatory compliance in client onboarding.
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Listen to the best highlights from the podcasts you love and dive into the full episode