What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
The Perfect RIA
00:00
The Onboarding Process
"This is about getting crap done, which is something that you and I specialize in," he says. "If you don't have an onboarding process in writing, like a one pager, here's what happens when you become a client." He wants to make sure his meetings with clients are predictable so they can place value in them.
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Transcript
