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Your Client Onboarding Process [Episode 174]

The Perfect RIA

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Is the Primary Person Answering the Phone?

A relationship manager is the primary person that has the most communication with your prospects. How do they answer the phone? Do they have a smile on their face? You know, are they taking a breath and kind of pausing right before? Are they picking it up where they're feeling very rushed? How are they empowered to help the client? How do they lead with a yes? What are all of these things that we can take for granted as the financial advisor?

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