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Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
The Perfect RIA
Importance of Following Steps in Sequence
The success of a process depends on following steps in a specific sequence. Just like baking, where specific steps need to be followed in order to achieve the desired result, the client onboarding process also requires a structured approach. Each step, from first contact to client onboarding, plays a crucial role in ensuring success.
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