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Your Client Onboarding Process [Episode 174]

The Perfect RIA

00:00

How Do We Know What Works?

Mike: We learn these things the hard way It's also hard to implement these things right you and I are rattling off these processes that we've spent the better part of two decades developing so for our advisors listen if you look at this you say I don't know how to create this process like I don't want to make all these mistakes a hundred times That is literally why we created the perfect alright.

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