Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship.

Recommended Podcast

100 Reasons Prospects Say No [Episode 326]

It’s you, not them.

See More

Encore Episode: How To Train Your Team

The importance of team training.

See More

The Importance of De-risking Your Practice With Ted Jenkin

You can’t negotiate your own deal

See More

Contact Us