THE PERFECT RIA |Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house.

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Worlds To Conquer – Client Onboarding – Creating A Solid Foundation

Recommended Podcast

Bad Ways to Answer Clients [Episode 256]

Crafting Your Investments and Marketing Communication

When Marketing Works

Contact Us