Onboarding as a referral engine

This year’s “Best of” episode is a highlight reel of the most impactful, yet practical

strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can

implement into their business’ growth plan.

What You’ll Learn:

• Why generic “don’t worry” emails can backfire
• How a repeatable framework can help calm anxious clients
• How efficiency could harm the client experience
• How to deepen client trust between meetings

Learn more at www.rfgadvisory.com