The Perfect RIA cover image

Worlds To Conquer - New Client Onboarding - Setting Expectations

The Perfect RIA

00:00

Introduction

This month we're going to have a four part series that is all about onboarding brand new clients. At Shenland Skin Associates we've been in business for almost over 40 years. And one of our focuses during the development of our company has always been on education. If you are not growing you are dying, Jamie Shielanski says.

Play episode from 00:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app