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Your Client Onboarding Process [Episode 174]

The Perfect RIA

00:00

How Do You Block Numbers Cool?

The team was saying well, we're getting all these phone calls blah blah blah and I'm like there's not that many clients that have called in. So if it's enough that irritates them then I need to step up and say great What's a good solution that can help take care of this? "It is the smallest things that make a difference you're talking about whoever is answering the phone"

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