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163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
The Efficient Advisor: Tactical Business Advice for Financial Planners
Client Onboarding and Value Delivery Process
The speaker describes their client onboarding process, which involves initial phone calls to filter potential clients, followed by an intake meeting to identify and make clients aware of financial problems they may not have considered. The speaker then presents a one page financial plan at a second meeting, emphasizing the value of their services in identifying and addressing financial challenges for the client.
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