Follow Up Friday - Your Client Onboarding Process
Update: 2022-10-21
Description
Key takeaways from this week's episodes.
Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week's highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you create a hyper specialized practice.
https://bit.ly/3Coueow
Comments
In Channel
![You Are Playing Office, Here’s How To Tell [Episode 185]](https://s3.castbox.fm/88/6a/fe/b8904e716b1c62518c89cad1693aaace25_scaled_v1_400.jpg "You Are Playing Office, Here’s How To Tell [Episode 185]")
![Was 2022 Your Best Year Ever? [Episode 184]](https://s3.castbox.fm/e5/d2/ec/7700c698a4971a440ae69fce880f37144f_scaled_v1_400.jpg "Was 2022 Your Best Year Ever? [Episode 184]")
![Surge - What If It Works? [Episode 183]](https://s3.castbox.fm/b9/a6/0a/ca8b94fb844900acd09614453bbb7d6322_scaled_v1_400.jpg "Surge - What If It Works? [Episode 183]")
![Why Are Value Adds Amazing?! [Episode 182]](https://s3.castbox.fm/06/3f/f8/e615b63d2b43a534b05286d644377ae97f_scaled_v1_400.jpg "Why Are Value Adds Amazing?! [Episode 182]")
![Value Adds: Buckets and Guardrails [Episode 181]](https://s3.castbox.fm/01/23/3f/e3de2fc66e396dd48c07f44137f7794abf_scaled_v1_400.jpg "Value Adds: Buckets and Guardrails [Episode 181]")
![When Value Adds Go Wrong [Episode 180]](https://s3.castbox.fm/d3/e2/2f/8516d3a175db775a8d504b5c6429cd2c44_scaled_v1_400.jpg "When Value Adds Go Wrong [Episode 180]")
![The Retirement Income Timeline [Episode 179]](https://s3.castbox.fm/e2/21/6e/ac710f629f4029c5b05bf83d8a72688b12_scaled_v1_400.jpg "The Retirement Income Timeline [Episode 179]")
![TPR Live Event Recap [Episode 178]](https://s3.castbox.fm/f4/68/1b/f57d63d655b7c026187e3b2f71e7b58e00_scaled_v1_400.jpg "TPR Live Event Recap [Episode 178]")
![Why Don’t You Graduate Clients? [Episode 177]](https://s3.castbox.fm/69/60/bf/f56e94b24e75f9baf3da2bb454342db2dd_scaled_v1_400.jpg "Why Don’t You Graduate Clients? [Episode 177]")
![What Is A Lifestyle Practice? [Episode 176]](https://s3.castbox.fm/67/9d/e2/6b4867d5108e100e9d6e9a83f1a3d83539_scaled_v1_400.jpg "What Is A Lifestyle Practice? [Episode 176]")
![Delegation: When It Works And When It Doesn’t [Episode 175]](https://s3.castbox.fm/7d/a6/b9/e8173a0146e2ed57ad0f3f92e967bbb25d_scaled_v1_400.jpg "Delegation: When It Works And When It Doesn’t [Episode 175]")
![Your Client Onboarding Process [Episode 174]](https://s3.castbox.fm/6e/77/36/0e9689b278c5c50f7e17dfbac2d9cee00b_scaled_v1_400.jpg "Your Client Onboarding Process [Episode 174]")
Download from Google Play
Download from App Store
United States00:00
00:00
x
