The Perfect RIA Encore Episode: Client Onboarding - Creating A Solid Foundation
5 snips
May 23, 2024 Jamie Shilanski, an expert in client onboarding, shares game-changing strategies for setting expectations and delivering value during the critical onboarding phase. She emphasizes the importance of creating unforgettable first impressions for long-lasting relationships. Topics include estate planning, cash flow management, insurance, setting boundaries, managing expectations, and delivering deep value to clients.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Evolution of Client Onboarding Practices in Financial Advising
02:47 • 21min
Empowering a High-Caliber Client Services Team
23:35 • 2min
Leadership, Team Engagement, and Client Communication Standards
25:53 • 4min
Navigating Client Onboarding and Continuous Value Delivery
29:56 • 5min