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Worlds To Conquer - New Client Onboarding - Setting Expectations

The Perfect RIA

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Financial Advisors - What You Start in the Beginning Will Last Until the End

As financial advisors, if we are asked to make an exception, we will always say yes. If I have a client on the phone that says, Oh my gosh, I've really got to meet with you,. Can we just get together about X, Y and Z? I'm always going to find a way to making an exception for that client. What you start in the beginning will last until the end.

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