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The First 180 Days - How to build an on-boarding process to create better relationships and generate more referrals
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the Gregg, Jeff, and Jim talk about how critical the first 180 days of your client on-boarding is and how to create a process to make clients for life.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
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By Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers
4.7
6161 ratings
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the Gregg, Jeff, and Jim talk about how critical the first 180 days of your client on-boarding is and how to create a process to make clients for life.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com