Your Client Onboarding Process [Episode 174]
The Perfect RIA
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Is It a Trivial Matter?
Coach John Barron who's been on the show a couple times He says mica that actually everything we do is a process just most of them haven't been thought out. Everybody has a process for how they're going to deal with phone calls coming and most of them are well Let me see if Jarvis is available right now if he wants to talk to you That would sort of be the default versus an intentional You know what Jarvis is already working with another client right now is there anything that I can help you with okay? If not can I schedule a time for him to call you back tomorrow? If this isn't a 911 emergency so you can be intentional about these or you can be accidental you
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