
Worlds To Conquer - New Client Onboarding - Setting Expectations
The Perfect RIA
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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.
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Transcript


