What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
The Perfect RIA
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What's Your First Action Item?
Financial planning is a high-touch, high intensity onboarding process. It's not as though I need to be in the office every single day making these phone calls. What I need is a process. So action item number one is what is your one-page process for onboarding a client? Perfect. Another action step is have you set your value ads for next year?"
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Transcript
