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Strategic Client Onboarding and Enhancing Tax-Related Value
The Perfect RIA
Guiding clients through a detailed financial planning process
Financial advisors focus on quarterly meetings in the first year, emphasizing critical and time-sensitive tasks while ensuring ongoing progress. They maintain a personalized, white-glove experience, addressing both immediate needs and long-term goals. Advisors also prioritize client appreciation, starting with a welcome gift and continual gratitude, while structuring meetings around key financial planning areas.
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