
Your Client Onboarding Process [Episode 174]
The Perfect RIA
00:00
Is Your Team Not Getting the Results You Want?
In any time we have a system That's not given us the result that we want. That's where we need to unwind that system So it's easy to say you know my team does a terrible job screening and phone calls Okay, unless you have incompetent people which you might but that's rarely the case.
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