We Don't Need Surge, We Need Prospects [Episode 192]
The Perfect RIA
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Onboarding a Client - What's the Onboarding Process?
Every single client goes through the same onboarding process. Most advisors need to have a very, very simple spreadsheet that has a column for each step from lead to fully onboarded client. When was the last time they were contacted? What's the next step? And then at least once a week as your team, you're sitting down and going through each name.
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