Are Your Clients Looking Forward to Your Meetings?

Tracy: How do you tell versus your opinion on a client's looking forward? For me, it's reschedules. What's my reschedule calendar look like? If all of a sudden, because this came up earlier this last week, I was talking about another advisor, he has a lot of reschedules and he was like, hey, during surge, I got all these resched schedules. So what that means, now take those exceptions out. We are excited to share that this month's power session on October 12th will now be all about how to onboard your new clients. Matt and Micah share the exact onboarding process they use in their own offices to