Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
Trust Your Instincts and Set Clear Deadlines
Trusting your gut is crucial in client relationships, as red flags often indicate that a client might not be the right fit from the start. Set clear deadlines and action items during meetings to ensure progress and accountability. Utilize Parkinson's law and the concept that work expands to fill the time allocated by setting deadlines and targets for clients to achieve certain tasks before the next meeting.
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