
Your Client Onboarding Process [Episode 174]
The Perfect RIA
00:00
Zoom Meetings - What's Going On?
Jarvis and I were talking about this as you mentioned at the same time We were pulling our ring central logs. This is where it's so critical to hang out with other advisors because Mike says we're kind of just bouncing around everywhere. First things first if you're doing zoom meetings change your damn waiting room If your waiting room says the host will let you in when they feel like it's Appropriate for you to grace them with your presence change that thing. It should say something funny like hey normally we'd offer you a cup of coffee right now, but you're on your own ha ha ha
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