THE PERFECT RIA |Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.

Recommended Podcast

How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Leveraging your spouse and relationships for your success

Upgrade Opportunities and Lessons in Criticism

Opportunities for clients to grow along with you.

Contact Us

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name(Required)

First Last

Email(Required)

CAPTCHA

Worlds To Conquer – New Client Onboarding – What Information New Prospects and Clients Provide

Recommended Podcast

How Are You Accountable When You Make a Client Mistake?

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Upgrade Opportunities and Lessons in Criticism

Contact Us