AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
Introduction
Learn the importance of establishing a strong client-advisor relationship and delivering value during the onboarding process in the financial advisory sector. Gain insights into a firm's history and the evolution of client interaction strategies.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode