Ep. 24 | Creating an Onboarding Experience That Wows
Update: 2025-11-29
Description
Rob Romesburg breaks down how to create a client onboarding experience that builds trust, reduces overwhelm, and sets the stage for long-term success. Rob shares the key steps advisors can use to simplify their process, communicate clearly, and deliver a premium client experience from day one. If you want to strengthen your relationships and elevate your service model, this episode gives you the roadmap.
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