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11min chapter
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
The Perfect RIA
The Significance of Comprehensive Financial Planning in Client Onboarding
This chapter emphasizes the importance of addressing critical financial planning items promptly with new clients, such as estate documents and life insurance, to establish a strong foundation. It discusses the importance of making steady progress with clients, updating financial plans, and setting expectations for market performance. Additionally, the chapter stresses the role of financial advisors in reviewing estate planning documents, ensuring thoroughness, and communicating effectively with clients about their financial goals.
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