Craig Gingerich

Craig Gingerich, an advisor from Sage Ruddy, reveals how he revamped the client onboarding process into a powerful referral tool. He discusses two key tweaks that dramatically increased referrals and the psychology behind the first 100 days being crucial for client relationships. Craig shares creative ways to delight clients, turning onboarding into a marketing strategy rather than just paperwork. Plus, learn about the significant role of personal touches and simplified communication in building trust and enhancing client experience.