The Perfect RIA

Dude, You Started It!


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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.

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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