Human-centric Investing Podcast
How to Build an Onboarding Process That Creates Lifelong Clients
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:29:20
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Sinopse
Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.
